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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 | $36,176 | $65,434-44.7% | $98,483-63.3% | $85,847-57.9% |
| Participation rate | 70.8% | 65.0%+5.8pp | 73.3%-2.5pp | 69.3%+1.5pp |
| Annual return | 12.30% | 21.75%-9.5pp | 1494.38%-1482.1pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,058 | $2,169-51.2% | $2,961-64.3% | $2,565-58.8% |
| Participant deferral / active EE | $2,408 | $3,168-24.0% | $4,276-43.7% | $3,952-39.1% |
| Admin fee / account holder | $10,764 | $4,595+134.2% | $5,953+80.8% | $6,261+71.9% |