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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 | $49,802 | $123,854-59.8% | $69,623-28.5% | $145,884-65.9% |
| Participation rate | 91.7% | 69.2%+22.4pp | 66.4%+25.2pp | 80.3%+11.4pp |
| Annual return | 7.52% | 192.35%-184.8pp | 101.23%-93.7pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,540 | $2,673-42.4% | $1,709-9.9% | $4,662-67.0% |
| Participant deferral / active EE | $4,188 | $4,242-1.3% | $2,890+44.9% | $6,690-37.4% |
| Admin fee / account holder | $85,618 | $7,822+994.6% | $4,696+1723.3% | $13,392+539.3% |