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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 | $32,910 | $60,139-45.3% | $90,461-63.6% | $79,856-58.8% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | 12.50% | 71.96%-59.5pp | 1294.76%-1282.3pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,376 | $2,069-33.5% | $3,264-57.9% | $2,471-44.3% |
| Participant deferral / active EE | $1,508 | $2,939-48.7% | $3,964-62.0% | $3,741-59.7% |
| Admin fee / account holder | $18,744 | $3,978+371.2% | $5,617+233.7% | $5,306+253.2% |