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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 | $58,258-53.5% | $81,820-66.9% | $80,925-66.5% |
| Participation rate | 87.8% | 63.5%+24.3pp | 72.4%+15.4pp | 67.7%+20.1pp |
| Annual return | 13.96% | 41.76%-27.8pp | 777.93%-764.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $959 | $2,345-59.1% | $2,915-67.1% | $2,756-65.2% |
| Participant deferral / active EE | $1,973 | $3,284-39.9% | $4,323-54.4% | $4,299-54.1% |
| Admin fee / account holder | $10,306 | $4,976+107.1% | $7,391+39.4% | $6,940+48.5% |