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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 | $61,789-51.7% | $97,167-69.3% | $80,874-63.1% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.7%+9.1pp | 67.6%+14.2pp |
| Annual return | 13.90% | -557.90%+571.8pp | 75.27%-61.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,891 | $1,837+3.0% | $2,729-30.7% | $2,756-31.4% |
| Participant deferral / active EE | $2,669 | $3,028-11.9% | $4,264-37.4% | $4,297-37.9% |
| Admin fee / account holder | $848 | $5,168-83.6% | $5,650-85.0% | $6,935-87.8% |