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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 | $36,137 | $53,128-32.0% | $86,582-58.3% | $70,126-48.5% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 14.47% | 27.66%-13.2pp | 965.08%-950.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,616 | $2,068-21.9% | $2,839-43.1% | $2,343-31.0% |
| Participant deferral / active EE | $1,513 | $2,695-43.8% | $3,609-58.1% | $3,332-54.6% |
| Admin fee / account holder | $8,268 | $3,584+130.7% | $4,904+68.6% | $4,645+78.0% |