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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 | $44,889 | $124,346-63.9% | $111,306-59.7% | $167,553-73.2% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 12.07% | 37.46%-25.4pp | 54.67%-42.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,596 | $3,438-53.6% | $2,732-41.6% | $4,840-67.0% |
| Participant deferral / active EE | $3,084 | $5,182-40.5% | $4,488-31.3% | $6,343-51.4% |
| Admin fee / account holder | $25,396 | $10,623+139.1% | $7,966+218.8% | $12,316+106.2% |