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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 | $38,996 | $83,045-53.0% | $130,026-70.0% | $71,495-45.5% |
| Participation rate | 73.4% | 74.1%-0.7pp | 78.5%-5.1pp | 67.9%+5.5pp |
| Annual return | 64.72% | 20.61%+44.1pp | -137.26%+202.0pp | 28.85%+35.9pp |
| Employer contribution / active EE | $1,149 | $2,623-56.2% | $4,321-73.4% | $2,589-55.6% |
| Participant deferral / active EE | $2,886 | $4,436-34.9% | $5,821-50.4% | $4,291-32.7% |
| Admin fee / account holder | $21,649 | $1,727+1153.6% | $10,608+104.1% | $1,588+1263.5% |