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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 | $39,169 | $58,275-32.8% | $81,844-52.1% | $80,935-51.6% |
| Participation rate | 90.3% | 63.5%+26.9pp | 72.4%+17.9pp | 67.7%+22.7pp |
| Annual return | 11.52% | 41.82%-30.3pp | 778.87%-767.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,323 | $2,346-1.0% | $2,916-20.3% | $2,757-15.7% |
| Participant deferral / active EE | $2,320 | $3,285-29.4% | $4,323-46.3% | $4,299-46.0% |
| Admin fee / account holder | $6,561 | $4,749+38.2% | $7,355-10.8% | $6,924-5.2% |