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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 | $36,172 | $108,695-66.7% | $74,722-51.6% | $152,897-76.3% |
| Participation rate | 80.0% | 65.4%+14.6pp | 54.5%+25.5pp | 82.5%-2.5pp |
| Annual return | 4.34% | 114.11%-109.8pp | 753.11%-748.8pp | 345.43%-341.1pp |
| Employer contribution / active EE | $559 | $1,504-62.8% | $1,084-48.4% | $4,764-88.3% |
| Participant deferral / active EE | $1,436 | $2,712-47.0% | $1,963-26.9% | $5,851-75.5% |
| Admin fee / account holder | $10,192 | $4,906+107.7% | $3,335+205.6% | $11,599-12.1% |