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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 | $15,244 | $110,337-86.2% | $102,383-85.1% | $145,877-89.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.44% | 24.83%-15.4pp | 24.94%-15.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,033 | $4,216-51.8% | $3,870-47.5% | $4,663-56.4% |
| Participant deferral / active EE | $2,425 | $5,621-56.9% | $5,060-52.1% | $6,691-63.8% |
| Admin fee / account holder | $58,824 | $9,750+503.3% | $8,391+601.0% | $13,402+338.9% |