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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 | $62,146 | $85,766-27.5% | $136,298-54.4% | $70,126-11.4% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 20.14% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $1,809 | $2,966-39.0% | $4,696-61.5% | $2,343-22.8% |
| Participant deferral / active EE | $3,231 | $5,051-36.0% | $6,247-48.3% | $3,332-3.0% |
| Admin fee / account holder | $12,166 | $5,421+124.4% | $9,244+31.6% | $4,645+161.9% |