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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 | $57,753 | $82,630-30.1% | $64,105-9.9% | $125,389-53.9% |
| Participation rate | 86.7% | 75.9%+10.8pp | 68.2%+18.5pp | 83.2%+3.5pp |
| Annual return | 0.62% | 1489.72%-1489.1pp | 791.24%-790.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,479 | $2,671-44.6% | $1,820-18.7% | $4,866-69.6% |
| Participant deferral / active EE | $3,170 | $3,608-12.2% | $2,822+12.3% | $5,352-40.8% |
| Admin fee / account holder | $26,959 | $6,382+322.4% | $4,499+499.2% | $9,541+182.6% |