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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 | $37,902 | $47,479-20.2% | $62,929-39.8% | $82,448-54.0% |
| Participation rate | 97.6% | 66.9%+30.7pp | 73.1%+24.5pp | 68.1%+29.6pp |
| Annual return | 14.57% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,909 | $1,885+1.2% | $2,505-23.8% | $2,551-25.2% |
| Participant deferral / active EE | $2,711 | $2,870-5.5% | $3,888-30.3% | $4,139-34.5% |
| Admin fee / account holder | $10,537 | $3,804+177.0% | $5,065+108.0% | $7,234+45.6% |