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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 | $56,063-38.1% | $76,051-54.4% | $80,911-57.1% |
| Participation rate | 95.6% | 62.0%+33.5pp | 69.1%+26.5pp | 67.6%+27.9pp |
| Annual return | 11.89% | 20.54%-8.7pp | 360.42%-348.5pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,111 | $1,874-40.7% | $2,690-58.7% | $2,756-59.7% |
| Participant deferral / active EE | $1,459 | $3,052-52.2% | $4,257-65.7% | $4,297-66.1% |
| Admin fee / account holder | $9,029 | $5,240+72.3% | $6,416+40.7% | $6,935+30.2% |