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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 | $48,004 | $100,139-52.1% | $85,187-43.6% | $145,884-67.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 17.83% | 84.15%-66.3pp | 66.67%-48.8pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,328 | $3,238-59.0% | $2,732-51.4% | $4,662-71.5% |
| Participant deferral / active EE | $2,190 | $5,296-58.7% | $4,525-51.6% | $6,690-67.3% |
| Admin fee / account holder | $14,487 | $7,262+99.5% | $6,162+135.1% | $13,392+8.2% |