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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 | $45,320 | $85,766-47.2% | $136,298-66.7% | $70,126-35.4% |
| Participation rate | 87.7% | 74.2%+13.5pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 14.87% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,681 | $2,966-43.3% | $4,696-64.2% | $2,343-28.3% |
| Participant deferral / active EE | $3,301 | $5,051-34.7% | $6,247-47.2% | $3,332-0.9% |
| Admin fee / account holder | $5,347 | $5,421-1.4% | $9,244-42.2% | $4,645+15.1% |