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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 | $57,493 | $60,119-4.4% | $90,430-36.4% | $79,858-28.0% |
| Participation rate | 91.2% | 65.0%+26.2pp | 72.7%+18.5pp | 69.6%+21.5pp |
| Annual return | 12.04% | 71.94%-59.9pp | 1293.73%-1281.7pp | 31.72%-19.7pp |
| Employer contribution / active EE | $2,599 | $2,068+25.7% | $3,262-20.3% | $2,471+5.2% |
| Participant deferral / active EE | $4,524 | $2,938+54.0% | $3,963+14.2% | $3,740+21.0% |
| Admin fee / account holder | $26,261 | $3,976+560.5% | $5,613+367.8% | $5,306+394.9% |