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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 | $72,200 | $95,975-24.8% | $74,549-3.2% | $135,379-46.7% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 1.59% | 56.96%-55.4pp | 32.53%-30.9pp | 519.79%-518.2pp |
| Employer contribution / active EE | $1,157 | $2,716-57.4% | $1,961-41.0% | $4,779-75.8% |
| Participant deferral / active EE | $4,394 | $3,844+14.3% | $3,108+41.4% | $5,609-21.7% |
| Admin fee / account holder | $14,810 | $6,522+127.1% | $5,059+192.7% | $10,828+36.8% |