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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 | $59,456-32.5% | $93,669-57.2% | $74,429-46.1% |
| Participation rate | 74.5% | 59.6%+14.9pp | 68.7%+5.8pp | 67.2%+7.3pp |
| Annual return | 12.90% | 82.00%-69.1pp | 133.59%-120.7pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $969 | $1,266-23.4% | $2,424-60.0% | $2,625-63.1% |
| Participant deferral / active EE | $2,685 | $3,052-12.0% | $4,416-39.2% | $4,348-38.2% |
| Admin fee / account holder | $8,025 | $3,026+165.2% | $8,291-3.2% | $1,944+312.7% |