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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 | $35,834 | $50,554-29.1% | $67,681-47.1% | $87,485-59.0% |
| Participation rate | 97.3% | 67.7%+29.6pp | 73.7%+23.6pp | 68.9%+28.4pp |
| Annual return | 11.63% | 17.81%-6.2pp | 590.58%-579.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $708 | $1,988-64.4% | $2,678-73.6% | $2,596-72.7% |
| Participant deferral / active EE | $2,913 | $2,961-1.6% | $3,976-26.7% | $4,274-31.8% |
| Admin fee / account holder | $16,329 | $4,132+295.1% | $6,100+167.7% | $7,775+110.0% |