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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 | $49,997 | $109,344-54.3% | $89,400-44.1% | $158,950-68.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 11.85% | 345.73%-333.9pp | 245.64%-233.8pp | 302.91%-291.1pp |
| Employer contribution / active EE | $1,522 | $3,170-52.0% | $2,586-41.2% | $4,762-68.0% |
| Participant deferral / active EE | $3,256 | $4,599-29.2% | $3,890-16.3% | $5,983-45.6% |
| Admin fee / account holder | $13,736 | $6,154+123.2% | $4,882+181.4% | $11,248+22.1% |