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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 | $102,382-54.4% | $147,005-68.2% | $80,874-42.3% |
| Participation rate | 86.4% | 75.8%+10.5pp | 82.2%+4.2pp | 67.6%+18.7pp |
| Annual return | 15.77% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,805 | $3,715-51.4% | $4,934-63.4% | $2,756-34.5% |
| Participant deferral / active EE | $4,984 | $6,646-25.0% | $8,070-38.2% | $4,297+16.0% |
| Admin fee / account holder | $2,874 | $7,942-63.8% | $13,006-77.9% | $6,935-58.6% |