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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 | $50,047 | $110,039-54.5% | $97,260-48.5% | $145,884-65.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 11.07% | 244.44%-233.4pp | 75.54%-64.5pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,608 | $3,074-47.7% | $2,721-40.9% | $4,662-65.5% |
| Participant deferral / active EE | $2,039 | $4,674-56.4% | $4,262-52.2% | $6,690-69.5% |
| Admin fee / account holder | $4,183 | $6,204-32.6% | $5,640-25.8% | $13,392-68.8% |