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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 | $68,875 | $91,525-24.7% | $130,026-47.0% | $75,181-8.4% |
| Participation rate | 90.4% | 71.4%+19.0pp | 78.5%+11.9pp | 67.2%+23.2pp |
| Annual return | 15.02% | -631.40%+646.4pp | -137.26%+152.3pp | 160.69%-145.7pp |
| Employer contribution / active EE | $2,091 | $2,844-26.5% | $4,321-51.6% | $2,671-21.7% |
| Participant deferral / active EE | $4,898 | $4,342+12.8% | $5,821-15.8% | $4,126+18.7% |
| Admin fee / account holder | $2,290 | $6,778-66.2% | $10,608-78.4% | $5,650-59.5% |