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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 | $57,140 | $107,030-46.6% | $73,550-22.3% | $147,586-61.3% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 12.47% | 38.25%-25.8pp | -15.16%+27.6pp | 578.59%-566.1pp |
| Employer contribution / active EE | $895 | $1,760-49.2% | $1,219-26.6% | $4,876-81.7% |
| Participant deferral / active EE | $1,799 | $2,458-26.8% | $1,804-0.3% | $5,439-66.9% |
| Admin fee / account holder | $5,511 | $3,055+80.4% | $2,320+137.6% | $10,886-49.4% |