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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 | $46,691 | $69,118-32.4% | $53,647-13.0% | $138,895-66.4% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 13.55% | 248.26%-234.7pp | 358.33%-344.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,746 | $1,189+46.8% | $962+81.5% | $4,194-58.4% |
| Participant deferral / active EE | $2,046 | $2,274-10.0% | $1,813+12.8% | $6,396-68.0% |
| Admin fee / account holder | $513 | $2,724-81.2% | $2,460-79.2% | $12,562-95.9% |