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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 | $18,588 | $115,810-83.9% | $101,271-81.6% | $158,966-88.3% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 11.78% | 56.15%-44.4pp | 46.48%-34.7pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,285 | $4,175-69.2% | $3,660-64.9% | $4,762-73.0% |
| Participant deferral / active EE | $3,837 | $4,958-22.6% | $4,371-12.2% | $5,983-35.9% |
| Admin fee / account holder | $16,432 | $7,248+126.7% | $5,948+176.3% | $11,250+46.1% |