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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 | $64,179 | $91,525-29.9% | $130,026-50.6% | $75,181-14.6% |
| Participation rate | 72.7% | 71.4%+1.3pp | 78.5%-5.8pp | 67.2%+5.5pp |
| Annual return | 14.50% | -631.40%+645.9pp | -137.26%+151.8pp | 160.69%-146.2pp |
| Employer contribution / active EE | $2,195 | $2,844-22.8% | $4,321-49.2% | $2,671-17.8% |
| Participant deferral / active EE | $4,964 | $4,342+14.3% | $5,821-14.7% | $4,126+20.3% |
| Admin fee / account holder | $4,675 | $6,778-31.0% | $10,608-55.9% | $5,650-17.3% |