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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 | $29,735 | $118,875-75.0% | $96,572-69.2% | $167,553-82.3% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 10.55% | 50.50%-40.0pp | 37.79%-27.2pp | 478.89%-468.3pp |
| Employer contribution / active EE | $1,732 | $3,121-44.5% | $2,357-26.5% | $4,840-64.2% |
| Participant deferral / active EE | $2,270 | $4,617-50.8% | $3,850-41.0% | $6,343-64.2% |
| Admin fee / account holder | $81,343 | $8,070+908.0% | $6,183+1215.6% | $12,316+560.4% |