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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 | $102,429-52.2% | $147,096-66.7% | $80,925-39.5% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 12.81% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $2,050 | $3,716-44.8% | $4,936-58.5% | $2,756-25.6% |
| Participant deferral / active EE | $4,501 | $6,649-32.3% | $8,071-44.2% | $4,299+4.7% |
| Admin fee / account holder | $4,500 | $7,957-43.4% | $13,005-65.4% | $6,940-35.2% |