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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 | $32,075 | $91,537-65.0% | $130,045-75.3% | $75,173-57.3% |
| Participation rate | 80.0% | 71.5%+8.5pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 14.56% | -631.55%+646.1pp | -137.30%+151.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,054 | $2,845-63.0% | $4,321-75.6% | $2,671-60.5% |
| Participant deferral / active EE | $2,362 | $4,343-45.6% | $5,820-59.4% | $4,126-42.8% |
| Admin fee / account holder | $1,591 | $6,780-76.5% | $10,600-85.0% | $5,651-71.8% |