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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 | $111,814-86.4% | $103,374-85.3% | $145,959-89.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.44% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,033 | $4,214-51.8% | $3,869-47.5% | $4,661-56.4% |
| Participant deferral / active EE | $2,425 | $5,618-56.8% | $5,058-52.1% | $6,689-63.7% |
| Admin fee / account holder | $58,824 | $9,754+503.0% | $8,394+600.8% | $13,398+339.1% |