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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 | $46,703 | $102,422-54.4% | $147,117-68.3% | $80,959-42.3% |
| Participation rate | 86.4% | 75.9%+10.5pp | 82.2%+4.2pp | 67.7%+18.7pp |
| Annual return | 15.77% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,805 | $3,717-51.5% | $4,932-63.4% | $2,757-34.5% |
| Participant deferral / active EE | $4,984 | $6,652-25.1% | $8,065-38.2% | $4,300+15.9% |
| Admin fee / account holder | $2,874 | $7,953-63.9% | $12,993-77.9% | $6,925-58.5% |