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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 | $64,252 | $53,063+21.1% | $124,206-48.3% | $82,637-22.2% |
| Participation rate | 74.0% | 58.4%+15.6pp | 69.6%+4.4pp | 68.1%+5.9pp |
| Annual return | 23.63% | 68.87%-45.2pp | 515.27%-491.6pp | 53.51%-29.9pp |
| Employer contribution / active EE | $1,077 | $1,530-29.6% | $3,540-69.6% | $2,552-57.8% |
| Participant deferral / active EE | $2,406 | $2,644-9.0% | $3,968-39.4% | $4,126-41.7% |
| Admin fee / account holder | $13,107 | $4,281+206.2% | $5,929+121.1% | $7,339+78.6% |