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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 | $61,815 | $91,537-32.5% | $130,045-52.5% | $75,173-17.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.37% | -631.55%+645.9pp | -137.30%+151.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,867 | $2,845-34.4% | $4,321-56.8% | $2,671-30.1% |
| Participant deferral / active EE | $4,389 | $4,343+1.1% | $5,820-24.6% | $4,126+6.4% |
| Admin fee / account holder | $2,118 | $6,780-68.8% | $10,600-80.0% | $5,651-62.5% |