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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 | $55,423-48.8% | $155,602-81.8% | $74,400-61.9% |
| Participation rate | 83.0% | 61.9%+21.1pp | 78.2%+4.8pp | 67.2%+15.8pp |
| Annual return | 13.11% | 269.07%-256.0pp | 64.81%-51.7pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $1,294 | $2,266-42.9% | $4,675-72.3% | $2,624-50.7% |
| Participant deferral / active EE | $2,692 | $2,835-5.0% | $5,629-52.2% | $4,348-38.1% |
| Admin fee / account holder | $3,408 | $1,744+95.4% | $15,923-78.6% | $1,944+75.3% |