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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 | $28,379 | $55,446-48.8% | $155,574-81.8% | $74,429-61.9% |
| Participation rate | 83.0% | 61.9%+21.1pp | 78.2%+4.8pp | 67.2%+15.8pp |
| Annual return | 13.11% | 269.20%-256.1pp | 64.87%-51.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,294 | $2,266-42.9% | $4,676-72.3% | $2,625-50.7% |
| Participant deferral / active EE | $2,692 | $2,836-5.1% | $5,629-52.2% | $4,348-38.1% |
| Admin fee / account holder | $3,408 | $1,743+95.5% | $15,914-78.6% | $1,944+75.3% |