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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 | $27,507 | $91,536-69.9% | $130,062-78.9% | $75,177-63.4% |
| Participation rate | 92.7% | 71.5%+21.2pp | 78.5%+14.2pp | 67.2%+25.5pp |
| Annual return | 17.26% | -631.62%+648.9pp | -137.37%+154.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,081 | $2,845-62.0% | $4,322-75.0% | $2,671-59.5% |
| Participant deferral / active EE | $2,968 | $4,343-31.7% | $5,821-49.0% | $4,126-28.1% |
| Admin fee / account holder | $1,918 | $6,780-71.7% | $10,601-81.9% | $5,651-66.1% |