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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 | $34,174 | $60,128-43.2% | $90,440-62.2% | $79,852-57.2% |
| Participation rate | 81.6% | 65.0%+16.6pp | 72.7%+8.9pp | 69.6%+12.0pp |
| Annual return | 11.64% | 71.95%-60.3pp | 1294.38%-1282.7pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,165 | $2,068-43.7% | $3,263-64.3% | $2,471-52.8% |
| Participant deferral / active EE | $1,851 | $2,939-37.0% | $3,964-53.3% | $3,740-50.5% |
| Admin fee / account holder | $7,928 | $3,977+99.3% | $5,615+41.2% | $5,306+49.4% |