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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 | $71,240 | $53,128+34.1% | $86,581-17.7% | $70,124+1.6% |
| Participation rate | 82.8% | 65.3%+17.5pp | 73.5%+9.2pp | 69.5%+13.2pp |
| Annual return | 16.17% | 27.66%-11.5pp | 965.06%-948.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,428 | $2,068-30.9% | $2,840-49.7% | $2,342-39.0% |
| Participant deferral / active EE | $1,993 | $2,695-26.0% | $3,609-44.8% | $3,332-40.2% |
| Admin fee / account holder | $14,080 | $3,584+292.9% | $4,904+187.1% | $4,645+203.1% |