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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 | $65,427 | $91,537-28.5% | $130,045-49.7% | $75,173-13.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.50% | -631.55%+650.0pp | -137.30%+155.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $4,275 | $2,845+50.3% | $4,321-1.1% | $2,671+60.0% |
| Participant deferral / active EE | $4,638 | $4,343+6.8% | $5,820-20.3% | $4,126+12.4% |
| Admin fee / account holder | $1,865 | $6,780-72.5% | $10,600-82.4% | $5,651-67.0% |