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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 | $60,119-45.3% | $90,414-63.6% | $79,860-58.8% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | 12.50% | 71.94%-59.4pp | 1293.19%-1280.7pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,376 | $2,068-33.5% | $3,262-57.8% | $2,471-44.3% |
| Participant deferral / active EE | $1,508 | $2,938-48.7% | $3,963-61.9% | $3,740-59.7% |
| Admin fee / account holder | $18,744 | $3,976+371.4% | $5,611+234.0% | $5,306+253.2% |