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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 | $57,041 | $65,555-13.0% | $86,216-33.8% | $75,173-24.1% |
| Participation rate | 81.5% | 60.5%+21.0pp | 69.0%+12.5pp | 67.2%+14.3pp |
| Annual return | 14.86% | 46.07%-31.2pp | 1169.42%-1154.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $651 | $1,553-58.1% | $2,382-72.7% | $2,671-75.6% |
| Participant deferral / active EE | $3,246 | $3,023+7.4% | $3,986-18.6% | $4,126-21.3% |
| Admin fee / account holder | $19,541 | $5,469+257.3% | $6,853+185.1% | $5,651+245.8% |