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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 | $28,694 | $91,536-68.7% | $130,062-77.9% | $75,177-61.8% |
| Participation rate | 91.7% | 71.5%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 14.66% | -631.62%+646.3pp | -137.37%+152.0pp | 160.75%-146.1pp |
| Employer contribution / active EE | $986 | $2,845-65.3% | $4,322-77.2% | $2,671-63.1% |
| Participant deferral / active EE | $2,378 | $4,343-45.3% | $5,821-59.1% | $4,126-42.4% |
| Admin fee / account holder | $13,740 | $6,780+102.7% | $10,601+29.6% | $5,651+143.1% |