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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 | $33,192 | $57,352-42.1% | $83,831-60.4% | $64,173-48.3% |
| Participation rate | 82.5% | 68.6%+13.9pp | 76.1%+6.4pp | 69.6%+12.9pp |
| Annual return | -6.29% | 11.38%-17.7pp | 850.99%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $9,119 | $2,546+258.3% | $3,631+151.1% | $2,381+283.0% |
| Participant deferral / active EE | $1,620 | $2,993-45.9% | $4,082-60.3% | $3,470-53.3% |
| Admin fee / account holder | $12,967 | $4,046+220.5% | $5,479+136.7% | $4,887+165.3% |