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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 | $38,455 | $63,703-39.6% | $93,063-58.7% | $82,448-53.4% |
| Participation rate | 83.8% | 63.8%+20.0pp | 72.1%+11.7pp | 68.1%+15.7pp |
| Annual return | 14.90% | -775.43%+790.3pp | 34.15%-19.3pp | 41.64%-26.7pp |
| Employer contribution / active EE | $949 | $1,729-45.1% | $2,476-61.7% | $2,551-62.8% |
| Participant deferral / active EE | $1,989 | $2,919-31.9% | $3,958-49.8% | $4,139-52.0% |
| Admin fee / account holder | $11,066 | $5,982+85.0% | $6,033+83.4% | $7,234+53.0% |