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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 | $33,825 | $49,896-32.2% | $80,627-58.0% | $75,173-55.0% |
| Participation rate | 89.0% | 55.3%+33.7pp | 67.0%+22.0pp | 67.2%+21.8pp |
| Annual return | 14.82% | 34.67%-19.9pp | 936.76%-921.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,512 | $1,699-11.0% | $2,723-44.5% | $2,671-43.4% |
| Participant deferral / active EE | $3,087 | $2,992+3.2% | $4,443-30.5% | $4,126-25.2% |
| Admin fee / account holder | $16,765 | $3,578+368.6% | $5,381+211.6% | $5,651+196.7% |