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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 | $28,010 | $115,810-75.8% | $101,271-72.3% | $158,966-82.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 14.69% | 56.15%-41.5pp | 46.48%-31.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $2,188 | $4,175-47.6% | $3,660-40.2% | $4,762-54.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,343 | $7,248-67.7% | $5,948-60.6% | $11,250-79.2% |