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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 | $30,345 | $101,618-70.1% | $93,063-67.4% | $137,256-77.9% |
| Participation rate | 92.9% | 74.9%+17.9pp | 72.1%+20.7pp | 80.0%+12.9pp |
| Annual return | 12.54% | 223.95%-211.4pp | 34.15%-21.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,169 | $2,707-56.8% | $2,476-52.8% | $4,156-71.9% |
| Participant deferral / active EE | $988 | $4,279-76.9% | $3,958-75.0% | $6,407-84.6% |
| Admin fee / account holder | $14,968 | $6,198+141.5% | $6,033+148.1% | $12,270+22.0% |