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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 | $42,692 | $47,479-10.1% | $62,929-32.2% | $82,448-48.2% |
| Participation rate | 84.1% | 66.9%+17.2pp | 73.1%+11.0pp | 68.1%+16.0pp |
| Annual return | 15.64% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,888 | $1,885+0.1% | $2,505-24.6% | $2,551-26.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,882 | $3,804-50.5% | $5,065-62.8% | $7,234-74.0% |