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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 | $42,956 | $102,382-58.0% | $147,005-70.8% | $80,874-46.9% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.2%+12.0pp | 67.6%+26.6pp |
| Annual return | 22.59% | 134.89%-112.3pp | 418.76%-396.2pp | 35.62%-13.0pp |
| Employer contribution / active EE | $2,078 | $3,715-44.1% | $4,934-57.9% | $2,756-24.6% |
| Participant deferral / active EE | $5,564 | $6,646-16.3% | $8,070-31.0% | $4,297+29.5% |
| Admin fee / account holder | $2,221 | $7,942-72.0% | $13,006-82.9% | $6,935-68.0% |