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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 | $33,295 | $91,536-63.6% | $130,062-74.4% | $75,177-55.7% |
| Participation rate | 82.1% | 71.5%+10.7pp | 78.5%+3.6pp | 67.2%+14.9pp |
| Annual return | 17.01% | -631.62%+648.6pp | -137.37%+154.4pp | 160.75%-143.7pp |
| Employer contribution / active EE | $1,680 | $2,845-40.9% | $4,322-61.1% | $2,671-37.1% |
| Participant deferral / active EE | $4,847 | $4,343+11.6% | $5,821-16.7% | $4,126+17.5% |
| Admin fee / account holder | $9,379 | $6,780+38.3% | $10,601-11.5% | $5,651+66.0% |