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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 | $45,138 | $102,385-55.9% | $147,080-69.3% | $80,935-44.2% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 23.14% | 135.09%-112.0pp | 420.17%-397.0pp | 35.66%-12.5pp |
| Employer contribution / active EE | $2,776 | $3,717-25.3% | $4,933-43.7% | $2,757+0.7% |
| Participant deferral / active EE | $6,063 | $6,651-8.8% | $8,066-24.8% | $4,299+41.0% |
| Admin fee / account holder | $1,046 | $7,951-86.8% | $12,989-91.9% | $6,924-84.9% |