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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,922 | $65,575-52.8% | $86,209-64.1% | $75,181-58.9% |
| Participation rate | 88.4% | 60.5%+27.9pp | 69.0%+19.4pp | 67.2%+21.2pp |
| Annual return | 15.23% | 46.07%-30.8pp | 1169.05%-1153.8pp | 160.69%-145.5pp |
| Employer contribution / active EE | $815 | $1,553-47.5% | $2,381-65.8% | $2,671-69.5% |
| Participant deferral / active EE | $4,206 | $3,023+39.1% | $3,986+5.5% | $4,126+2.0% |
| Admin fee / account holder | $4,609 | $5,470-15.7% | $6,853-32.8% | $5,650-18.4% |