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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 | $45,108 | $98,766-54.3% | $149,730-69.9% | $79,852-43.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 19.13% | 27.43%-8.3pp | 276.70%-257.6pp | 31.72%-12.6pp |
| Employer contribution / active EE | $2,577 | $3,217-19.9% | $4,645-44.5% | $2,471+4.3% |
| Participant deferral / active EE | $5,276 | $5,681-7.1% | $6,843-22.9% | $3,740+41.1% |
| Admin fee / account holder | $900 | $6,052-85.1% | $9,310-90.3% | $5,306-83.0% |