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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 | $41,847 | $81,208-48.5% | $98,916-57.7% | $79,858-47.6% |
| Participation rate | 84.0% | 72.5%+11.5pp | 76.0%+8.0pp | 69.6%+14.4pp |
| Annual return | 10.62% | 60.99%-50.4pp | 196.45%-185.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,429 | $1,960-27.1% | $2,689-46.8% | $2,471-42.2% |
| Participant deferral / active EE | $2,859 | $3,265-12.4% | $4,245-32.7% | $3,740-23.6% |
| Admin fee / account holder | $23,945 | $6,013+298.2% | $6,642+260.5% | $5,306+351.3% |