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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 | $27,093 | $58,311-53.5% | $81,882-66.9% | $80,959-66.5% |
| Participation rate | 87.8% | 63.5%+24.3pp | 72.4%+15.4pp | 67.7%+20.1pp |
| Annual return | 13.96% | 41.85%-27.9pp | 779.47%-765.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $959 | $2,347-59.1% | $2,916-67.1% | $2,757-65.2% |
| Participant deferral / active EE | $1,973 | $3,287-40.0% | $4,323-54.4% | $4,300-54.1% |
| Admin fee / account holder | $10,306 | $4,752+116.9% | $7,360+40.0% | $6,925+48.8% |