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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 | $59,027 | $91,537-35.5% | $130,045-54.6% | $75,173-21.5% |
| Participation rate | 95.3% | 71.5%+23.9pp | 78.5%+16.8pp | 67.2%+28.1pp |
| Annual return | 26.76% | -631.55%+658.3pp | -137.30%+164.1pp | 160.72%-134.0pp |
| Employer contribution / active EE | $2,941 | $2,845+3.4% | $4,321-32.0% | $2,671+10.1% |
| Participant deferral / active EE | $5,181 | $4,343+19.3% | $5,820-11.0% | $4,126+25.6% |
| Admin fee / account holder | $620 | $6,780-90.9% | $10,600-94.2% | $5,651-89.0% |