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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 | $36,224 | $91,537-60.4% | $130,045-72.1% | $75,173-51.8% |
| Participation rate | 88.1% | 71.5%+16.7pp | 78.5%+9.6pp | 67.2%+20.9pp |
| Annual return | 17.70% | -631.55%+649.2pp | -137.30%+155.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,017 | $2,845-64.3% | $4,321-76.5% | $2,671-61.9% |
| Participant deferral / active EE | $5,162 | $4,343+18.9% | $5,820-11.3% | $4,126+25.1% |
| Admin fee / account holder | $11,728 | $6,780+73.0% | $10,600+10.6% | $5,651+107.5% |