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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 | $23,598 | $105,960-77.7% | $81,726-71.1% | $158,982-85.2% |
| Participation rate | 94.7% | 75.6%+19.1pp | 72.0%+22.7pp | 82.0%+12.8pp |
| Annual return | 10.93% | 38.19%-27.3pp | 29.49%-18.6pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,391 | $7,805-82.2% | $4,311-67.7% | $4,763-70.8% |
| Participant deferral / active EE | $2,109 | $13,011-83.8% | $7,108-70.3% | $5,983-64.7% |
| Admin fee / account holder | $15,822 | $8,494+86.3% | $5,160+206.6% | $11,252+40.6% |