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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 | $45,855 | $100,139-54.2% | $85,187-46.2% | $145,884-68.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 9.64% | 84.15%-74.5pp | 66.67%-57.0pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,502 | $3,238-53.6% | $2,732-45.0% | $4,662-67.8% |
| Participant deferral / active EE | $2,077 | $5,296-60.8% | $4,525-54.1% | $6,690-69.0% |
| Admin fee / account holder | $7,248 | $7,262-0.2% | $6,162+17.6% | $13,392-45.9% |