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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 | $28,288 | $91,537-69.1% | $130,045-78.2% | $75,173-62.4% |
| Participation rate | 78.4% | 71.5%+6.9pp | 78.5%-0.1pp | 67.2%+11.2pp |
| Annual return | 14.41% | -631.55%+646.0pp | -137.30%+151.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,015 | $2,845-29.2% | $4,321-53.4% | $2,671-24.6% |
| Participant deferral / active EE | $4,192 | $4,343-3.5% | $5,820-28.0% | $4,126+1.6% |
| Admin fee / account holder | $1,780 | $6,780-73.7% | $10,600-83.2% | $5,651-68.5% |