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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 | $29,869 | $61,787-51.7% | $97,197-69.3% | $80,925-63.1% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.7%+9.1pp | 67.7%+14.2pp |
| Annual return | 13.90% | -558.16%+572.1pp | 75.47%-61.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,891 | $1,836+3.0% | $2,723-30.6% | $2,756-31.4% |
| Participant deferral / active EE | $2,669 | $3,027-11.8% | $4,263-37.4% | $4,299-37.9% |
| Admin fee / account holder | $848 | $5,170-83.6% | $5,637-85.0% | $6,940-87.8% |