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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 | $48,999 | $102,382-52.1% | $147,005-66.7% | $80,874-39.4% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 12.81% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,050 | $3,715-44.8% | $4,934-58.5% | $2,756-25.6% |
| Participant deferral / active EE | $4,501 | $6,646-32.3% | $8,070-44.2% | $4,297+4.8% |
| Admin fee / account holder | $4,500 | $7,942-43.3% | $13,006-65.4% | $6,935-35.1% |