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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 | $19,068 | $102,632-81.4% | $81,988-76.7% | $158,950-88.0% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.3%+3.5pp | 82.0%-9.2pp |
| Annual return | 10.94% | 61.05%-50.1pp | 41.31%-30.4pp | 302.91%-292.0pp |
| Employer contribution / active EE | $2,262 | $3,241-30.2% | $2,498-9.4% | $4,762-52.5% |
| Participant deferral / active EE | $1,218 | $4,649-73.8% | $3,722-67.3% | $5,983-79.6% |
| Admin fee / account holder | $33,217 | $8,237+303.3% | $5,665+486.4% | $11,248+195.3% |