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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 | $36,844 | $154,193-76.1% | $130,045-71.7% | $139,466-73.6% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 10.51% | 32.51%-22.0pp | -137.30%+147.8pp | 373.66%-363.2pp |
| Employer contribution / active EE | $1,621 | $5,292-69.4% | $4,321-62.5% | $4,754-65.9% |
| Participant deferral / active EE | $4,865 | $6,709-27.5% | $5,820-16.4% | $6,712-27.5% |
| Admin fee / account holder | $2,405 | $13,989-82.8% | $10,600-77.3% | $11,409-78.9% |