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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 | $45,749 | $102,393-55.3% | $147,041-68.9% | $80,911-43.5% |
| Participation rate | 72.4% | 75.9%-3.4pp | 82.2%-9.8pp | 67.6%+4.8pp |
| Annual return | 15.86% | 134.95%-119.1pp | 419.21%-403.3pp | 35.63%-19.8pp |
| Employer contribution / active EE | $2,297 | $3,715-38.2% | $4,935-53.5% | $2,756-16.7% |
| Participant deferral / active EE | $5,556 | $6,647-16.4% | $8,071-31.2% | $4,297+29.3% |
| Admin fee / account holder | $2,434 | $7,943-69.4% | $13,006-81.3% | $6,935-64.9% |