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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 | $46,027 | $56,134-18.0% | $96,171-52.1% | $85,847-46.4% |
| Participation rate | 90.3% | 56.7%+33.6pp | 68.4%+21.9pp | 69.3%+21.0pp |
| Annual return | 15.49% | 42.30%-26.8pp | 192.04%-176.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $1,720 | $1,620+6.2% | $2,799-38.6% | $2,565-33.0% |
| Participant deferral / active EE | $3,389 | $2,858+18.6% | $4,350-22.1% | $3,952-14.3% |
| Admin fee / account holder | $34,534 | $3,769+816.3% | $5,538+523.5% | $6,261+451.6% |