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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 | $48,457 | $98,463-50.8% | $119,258-59.4% | $85,847-43.6% |
| Participation rate | 75.4% | 77.6%-2.2pp | 82.7%-7.3pp | 69.3%+6.1pp |
| Annual return | 13.58% | 38.53%-24.9pp | 30.69%-17.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $2,152 | $3,698-41.8% | $4,384-50.9% | $2,565-16.1% |
| Participant deferral / active EE | $2,494 | $4,942-49.5% | $6,111-59.2% | $3,952-36.9% |
| Admin fee / account holder | $12,378 | $7,493+65.2% | $7,226+71.3% | $6,261+97.7% |