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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 | $36,883 | $109,372-66.3% | $89,414-58.8% | $158,966-76.8% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.4pp | 82.0%-10.5pp |
| Annual return | 10.99% | 345.55%-334.6pp | 245.50%-234.5pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,030 | $3,171-67.5% | $2,586-60.2% | $4,762-78.4% |
| Participant deferral / active EE | $1,981 | $4,598-56.9% | $3,890-49.1% | $5,983-66.9% |
| Admin fee / account holder | $35,640 | $6,156+478.9% | $4,883+629.9% | $11,250+216.8% |