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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 | $56,268 | $61,816-9.0% | $97,260-42.1% | $80,935-30.5% |
| Participation rate | 97.7% | 63.5%+34.2pp | 72.7%+25.0pp | 67.7%+30.0pp |
| Annual return | 17.32% | -558.73%+576.1pp | 75.54%-58.2pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,664 | $1,836-9.4% | $2,721-38.9% | $2,757-39.7% |
| Participant deferral / active EE | $3,643 | $3,027+20.4% | $4,262-14.5% | $4,299-15.3% |
| Admin fee / account holder | $1,399 | $5,166-72.9% | $5,640-75.2% | $6,924-79.8% |