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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 | $68,744 | $117,829-41.7% | $102,423-32.9% | $145,877-52.9% |
| Participation rate | 78.3% | 78.6%-0.4pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 19.29% | 31.83%-12.5pp | 29.42%-10.1pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,739 | $3,615-51.9% | $3,023-42.5% | $4,663-62.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $23,064 | $13,335+73.0% | $9,455+143.9% | $13,402+72.1% |