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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 | $60,831 | $91,536-33.5% | $130,062-53.2% | $75,177-19.1% |
| Participation rate | 98.4% | 71.5%+27.0pp | 78.5%+19.9pp | 67.2%+31.2pp |
| Annual return | 155.31% | -631.62%+786.9pp | -137.37%+292.7pp | 160.75%-5.4pp |
| Employer contribution / active EE | $4,310 | $2,845+51.5% | $4,322-0.3% | $2,671+61.4% |
| Participant deferral / active EE | $2,543 | $4,343-41.4% | $5,821-56.3% | $4,126-38.4% |
| Admin fee / account holder | $784 | $6,780-88.4% | $10,601-92.6% | $5,651-86.1% |