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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 | $34,713 | $55,902-37.9% | $76,030-54.3% | $80,959-57.1% |
| Participation rate | 95.6% | 62.1%+33.5pp | 69.1%+26.5pp | 67.7%+27.9pp |
| Annual return | 11.89% | 20.59%-8.7pp | 361.54%-349.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,111 | $1,867-40.5% | $2,688-58.7% | $2,757-59.7% |
| Participant deferral / active EE | $1,459 | $3,051-52.2% | $4,257-65.7% | $4,300-66.1% |
| Admin fee / account holder | $9,029 | $5,239+72.3% | $6,421+40.6% | $6,925+30.4% |