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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 | $27,924 | $91,537-69.5% | $130,045-78.5% | $75,173-62.9% |
| Participation rate | 97.9% | 71.5%+26.4pp | 78.5%+19.4pp | 67.2%+30.7pp |
| Annual return | 15.39% | -631.55%+646.9pp | -137.30%+152.7pp | 160.72%-145.3pp |
| Employer contribution / active EE | $3,703 | $2,845+30.2% | $4,321-14.3% | $2,671+38.6% |
| Participant deferral / active EE | $1,920 | $4,343-55.8% | $5,820-67.0% | $4,126-53.5% |
| Admin fee / account holder | $625 | $6,780-90.8% | $10,600-94.1% | $5,651-88.9% |