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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 | $36,917 | $135,645-72.8% | $110,243-66.5% | $135,380-72.7% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | 3.54% | 513.24%-509.7pp | 314.76%-311.2pp | 519.81%-516.3pp |
| Employer contribution / active EE | $1,379 | $4,907-71.9% | $3,827-64.0% | $4,779-71.1% |
| Participant deferral / active EE | $2,115 | $5,507-61.6% | $4,672-54.7% | $5,609-62.3% |
| Admin fee / account holder | $45,704 | $11,458+298.9% | $8,548+434.7% | $10,828+322.1% |