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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 | $44,273 | $89,225-50.4% | $136,072-67.5% | $74,459-40.5% |
| Participation rate | 74.0% | 69.4%+4.6pp | 76.4%-2.4pp | 67.2%+6.8pp |
| Annual return | 15.98% | 22.76%-6.8pp | 580.46%-564.5pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $1,182 | $2,816-58.0% | $4,216-72.0% | $2,626-55.0% |
| Participant deferral / active EE | $2,149 | $4,597-53.2% | $7,028-69.4% | $4,350-50.6% |
| Admin fee / account holder | $13,006 | $1,545+741.7% | $6,718+93.6% | $1,945+568.8% |