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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 | $28,608 | $108,212-73.6% | $77,513-63.1% | $158,966-82.0% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 12.91% | 31.67%-18.8pp | 54.81%-41.9pp | 302.95%-290.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,033 | $2,455-17.2% | $1,861+9.2% | $5,983-66.0% |
| Admin fee / account holder | $10,483 | $3,709+182.6% | $2,859+266.6% | $11,250-6.8% |