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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 | $94,364 | $58,726+60.7% | $142,898-34.0% | $85,847+9.9% |
| Participation rate | 92.0% | 58.5%+33.5pp | 72.0%+20.0pp | 69.3%+22.7pp |
| Annual return | 15.84% | 27.73%-11.9pp | 5639.64%-5623.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $493 | $1,424-65.4% | $4,146-88.1% | $2,565-80.8% |
| Participant deferral / active EE | $1,615 | $2,609-38.1% | $3,838-57.9% | $3,952-59.1% |
| Admin fee / account holder | $13,167 | $4,234+211.0% | $6,560+100.7% | $6,261+110.3% |