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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 | $40,890 | $80,674-49.3% | $119,126-65.7% | $64,340-36.4% |
| Participation rate | 79.6% | 55.2%+24.4pp | 75.8%+3.9pp | 55.2%+24.4pp |
| Annual return | 14.54% | 26.86%-12.3pp | 282.11%-267.6pp | 24.14%-9.6pp |
| Employer contribution / active EE | $2,138 | $2,564-16.6% | $4,034-47.0% | $1,862+14.8% |
| Participant deferral / active EE | $3,622 | $3,053+18.6% | $5,318-31.9% | $2,980+21.5% |
| Admin fee / account holder | $21,558 | $4,559+372.9% | $10,693+101.6% | $3,703+482.3% |