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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 | $39,346 | $58,258-32.5% | $81,820-51.9% | $80,925-51.4% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.4%+19.3pp | 67.7%+24.0pp |
| Annual return | 14.10% | 41.76%-27.7pp | 777.93%-763.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,713 | $2,345-26.9% | $2,915-41.2% | $2,756-37.8% |
| Participant deferral / active EE | $4,697 | $3,284+43.1% | $4,323+8.7% | $4,299+9.3% |
| Admin fee / account holder | $20,458 | $4,976+311.1% | $7,391+176.8% | $6,940+194.8% |