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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 | $19,617 | $53,841-63.6% | $75,731-74.1% | $85,851-77.1% |
| Participation rate | 89.7% | 69.0%+20.6pp | 74.8%+14.8pp | 69.3%+20.3pp |
| Annual return | 15.26% | 24.54%-9.3pp | 104.65%-89.4pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,537 | $2,017-23.8% | $2,743-44.0% | $2,565-40.1% |
| Participant deferral / active EE | $2,202 | $2,895-23.9% | $3,820-42.4% | $3,952-44.3% |
| Admin fee / account holder | $11,767 | $3,340+252.3% | $3,620+225.1% | $6,261+87.9% |