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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 | $22,991 | $61,787-62.8% | $97,197-76.3% | $80,925-71.6% |
| Participation rate | 91.4% | 63.5%+27.9pp | 72.7%+18.7pp | 67.7%+23.8pp |
| Annual return | 11.67% | -558.16%+569.8pp | 75.47%-63.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,628 | $1,836-11.3% | $2,723-40.2% | $2,756-40.9% |
| Participant deferral / active EE | $2,783 | $3,027-8.1% | $4,263-34.7% | $4,299-35.2% |
| Admin fee / account holder | $2,518 | $5,170-51.3% | $5,637-55.3% | $6,940-63.7% |