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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 | $50,561 | $91,537-44.8% | $130,045-61.1% | $75,173-32.7% |
| Participation rate | 76.5% | 71.5%+5.0pp | 78.5%-2.0pp | 67.2%+9.3pp |
| Annual return | 23.13% | -631.55%+654.7pp | -137.30%+160.4pp | 160.72%-137.6pp |
| Employer contribution / active EE | $3,791 | $2,845+33.3% | $4,321-12.3% | $2,671+41.9% |
| Participant deferral / active EE | $7,480 | $4,343+72.2% | $5,820+28.5% | $4,126+81.3% |
| Admin fee / account holder | $2,643 | $6,780-61.0% | $10,600-75.1% | $5,651-53.2% |