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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 | $33,285 | $61,391-45.8% | $149,723-77.8% | $71,529-53.5% |
| Participation rate | 70.6% | 62.5%+8.1pp | 78.8%-8.2pp | 67.9%+2.7pp |
| Annual return | 13.65% | 35.88%-22.2pp | 134.50%-120.8pp | 28.97%-15.3pp |
| Employer contribution / active EE | $1,837 | $2,384-22.9% | $4,821-61.9% | $2,590-29.1% |
| Participant deferral / active EE | $2,682 | $2,921-8.2% | $5,682-52.8% | $4,291-37.5% |
| Admin fee / account holder | $8,665 | $1,264+585.4% | $13,215-34.4% | $1,588+445.5% |