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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 | $17,676 | $152,591-88.4% | $117,529-85.0% | $134,545-86.9% |
| Participation rate | 84.6% | 77.1%+7.5pp | 70.6%+14.0pp | 81.2%+3.4pp |
| Annual return | 23.43% | 53.04%-29.6pp | 29.77%-6.3pp | 418.37%-394.9pp |
| Employer contribution / active EE | $2,664 | $5,576-52.2% | $4,179-36.2% | $4,742-43.8% |
| Participant deferral / active EE | $3,341 | $4,821-30.7% | $4,072-18.0% | $6,401-47.8% |
| Admin fee / account holder | $30,026 | $7,004+328.7% | $5,645+431.9% | $11,431+162.7% |