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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 | $28,970 | $99,652-70.9% | $78,778-63.2% | $147,586-80.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 11.44% | 47.28%-35.8pp | 35.62%-24.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,955 | $2,796-30.1% | $1,986-1.5% | $4,876-59.9% |
| Participant deferral / active EE | $2,930 | $3,664-20.0% | $2,958-1.0% | $5,439-46.1% |
| Admin fee / account holder | $18,066 | $7,155+152.5% | $5,134+251.9% | $10,886+66.0% |