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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 | $64,922 | $91,198-28.8% | $178,503-63.6% | $79,856-18.7% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.1pp |
| Annual return | 10.84% | 24.20%-13.4pp | 151.12%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,624 | $3,257-50.1% | $5,011-67.6% | $2,471-34.3% |
| Participant deferral / active EE | $3,792 | $3,237+17.2% | $5,202-27.1% | $3,741+1.4% |
| Admin fee / account holder | $72,269 | $6,748+970.9% | $13,987+416.7% | $5,306+1261.9% |