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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 | $40,128 | $59,402-32.4% | $93,654-57.2% | $74,546-46.2% |
| Participation rate | 74.5% | 59.7%+14.9pp | 68.7%+5.8pp | 67.2%+7.3pp |
| Annual return | 12.90% | 81.86%-69.0pp | 133.34%-120.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $969 | $1,265-23.4% | $2,421-60.0% | $2,624-63.1% |
| Participant deferral / active EE | $2,685 | $3,049-11.9% | $4,413-39.1% | $4,347-38.2% |
| Admin fee / account holder | $8,025 | $3,023+165.5% | $8,282-3.1% | $1,944+312.9% |