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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 | $19,326 | $51,638-62.6% | $68,368-71.7% | $82,448-76.6% |
| Participation rate | 95.7% | 63.6%+32.0pp | 73.8%+21.9pp | 68.1%+27.6pp |
| Annual return | 13.63% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,703 | $2,047+32.1% | $2,649+2.0% | $2,551+5.9% |
| Participant deferral / active EE | $3,958 | $2,914+35.8% | $4,123-4.0% | $4,139-4.4% |
| Admin fee / account holder | $2,087 | $4,643-55.1% | $5,150-59.5% | $7,234-71.2% |