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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 | $43,829 | $81,208-46.0% | $98,920-55.7% | $79,856-45.1% |
| Participation rate | 90.3% | 72.5%+17.8pp | 76.0%+14.2pp | 69.6%+20.6pp |
| Annual return | 10.55% | 60.99%-50.4pp | 196.47%-185.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,314 | $1,960-32.9% | $2,689-51.1% | $2,471-46.8% |
| Participant deferral / active EE | $1,977 | $3,265-39.4% | $4,245-53.4% | $3,741-47.1% |
| Admin fee / account holder | $13,967 | $6,013+132.3% | $6,643+110.3% | $5,306+163.2% |