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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 | $28,557 | $61,816-53.8% | $97,260-70.6% | $80,935-64.7% |
| Participation rate | 88.5% | 63.5%+25.0pp | 72.7%+15.8pp | 67.7%+20.8pp |
| Annual return | 11.11% | -558.73%+569.8pp | 75.54%-64.4pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,943 | $1,836+5.8% | $2,721-28.6% | $2,757-29.5% |
| Participant deferral / active EE | $3,504 | $3,027+15.8% | $4,262-17.8% | $4,299-18.5% |
| Admin fee / account holder | $9,092 | $5,166+76.0% | $5,640+61.2% | $6,924+31.3% |