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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 | $51,184-30.0% | $66,439-46.1% | $86,983-58.8% |
| Participation rate | 97.3% | 68.5%+28.8pp | 74.5%+22.8pp | 69.5%+27.8pp |
| Annual return | 11.63% | 17.07%-5.4pp | 757.66%-746.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $708 | $2,023-65.0% | $2,637-73.1% | $2,584-72.6% |
| Participant deferral / active EE | $2,913 | $2,927-0.5% | $3,876-24.8% | $4,194-30.5% |
| Admin fee / account holder | $16,329 | $4,154+293.1% | $6,173+164.5% | $7,856+107.9% |