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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 | $44,701 | $51,638-13.4% | $68,368-34.6% | $82,448-45.8% |
| Participation rate | 72.7% | 63.6%+9.1pp | 73.8%-1.0pp | 68.1%+4.7pp |
| Annual return | 16.66% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,951 | $2,047-4.6% | $2,649-26.3% | $2,551-23.5% |
| Participant deferral / active EE | $2,247 | $2,914-22.9% | $4,123-45.5% | $4,139-45.7% |
| Admin fee / account holder | $13,240 | $4,643+185.1% | $5,150+157.1% | $7,234+83.0% |