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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 | $26,868 | $54,541-50.7% | $78,778-65.9% | $70,126-61.7% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.2%+16.0pp | 69.5%+15.6pp |
| Annual return | 116.63% | 21.07%+95.6pp | 35.62%+81.0pp | 73.15%+43.5pp |
| Employer contribution / active EE | $1,388 | $1,089+27.5% | $1,986-30.1% | $2,343-40.7% |
| Participant deferral / active EE | $2,196 | $2,210-0.6% | $2,958-25.8% | $3,332-34.1% |
| Admin fee / account holder | $10,194 | $3,709+174.9% | $5,134+98.6% | $4,645+119.4% |