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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 | $91,525-35.5% | $130,026-54.6% | $75,181-21.5% |
| Participation rate | 95.3% | 71.4%+23.9pp | 78.5%+16.9pp | 67.2%+28.2pp |
| Annual return | 26.76% | -631.40%+658.2pp | -137.26%+164.0pp | 160.69%-133.9pp |
| Employer contribution / active EE | $2,941 | $2,844+3.4% | $4,321-31.9% | $2,671+10.1% |
| Participant deferral / active EE | $5,181 | $4,342+19.3% | $5,821-11.0% | $4,126+25.6% |
| Admin fee / account holder | $620 | $6,778-90.9% | $10,608-94.2% | $5,650-89.0% |