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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 | $55,656 | $105,200-47.1% | $159,474-65.1% | $85,847-35.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.3pp |
| Annual return | 13.83% | 45.08%-31.3pp | 263.68%-249.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $1,781 | $3,319-46.3% | $4,831-63.1% | $2,565-30.6% |
| Participant deferral / active EE | $2,738 | $5,946-54.0% | $7,353-62.8% | $3,952-30.7% |
| Admin fee / account holder | $8,339 | $6,934+20.3% | $10,802-22.8% | $6,261+33.2% |