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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 | $71,851 | $91,536-21.5% | $130,062-44.8% | $75,177-4.4% |
| Participation rate | 77.9% | 71.5%+6.5pp | 78.5%-0.6pp | 67.2%+10.7pp |
| Annual return | 15.77% | -631.62%+647.4pp | -137.37%+153.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $3,073 | $2,845+8.0% | $4,322-28.9% | $2,671+15.1% |
| Participant deferral / active EE | $5,030 | $4,343+15.8% | $5,821-13.6% | $4,126+21.9% |
| Admin fee / account holder | $2,185 | $6,780-67.8% | $10,601-79.4% | $5,651-61.3% |