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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 | $40,679 | $60,119-32.3% | $90,430-55.0% | $79,858-49.1% |
| Participation rate | 90.8% | 65.0%+25.8pp | 72.7%+18.1pp | 69.6%+21.2pp |
| Annual return | 12.93% | 71.94%-59.0pp | 1293.73%-1280.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,967 | $2,068-4.9% | $3,262-39.7% | $2,471-20.4% |
| Participant deferral / active EE | $2,136 | $2,938-27.3% | $3,963-46.1% | $3,740-42.9% |
| Admin fee / account holder | $14,399 | $3,976+262.1% | $5,613+156.5% | $5,306+171.4% |