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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 | $66,049 | $91,537-27.8% | $130,045-49.2% | $75,173-12.1% |
| Participation rate | 88.5% | 71.5%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 19.14% | -631.55%+650.7pp | -137.30%+156.4pp | 160.72%-141.6pp |
| Employer contribution / active EE | $2,879 | $2,845+1.2% | $4,321-33.4% | $2,671+7.8% |
| Participant deferral / active EE | $5,812 | $4,343+33.8% | $5,820-0.1% | $4,126+40.8% |
| Admin fee / account holder | $4,741 | $6,780-30.1% | $10,600-55.3% | $5,651-16.1% |