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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 | $23,196 | $105,145-77.9% | $94,664-75.5% | $139,466-83.4% |
| Participation rate | 85.7% | 82.4%+3.3pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 12.94% | 38.09%-25.1pp | 156.84%-143.9pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,468 | $4,107-64.2% | $3,673-60.0% | $4,754-69.1% |
| Participant deferral / active EE | $3,579 | $7,599-52.9% | $7,417-51.7% | $6,712-46.7% |
| Admin fee / account holder | $24,040 | $8,972+167.9% | $7,222+232.9% | $11,409+110.7% |