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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 | $48,726 | $91,537-46.8% | $130,045-62.5% | $75,173-35.2% |
| Participation rate | 82.1% | 71.5%+10.7pp | 78.5%+3.6pp | 67.2%+14.9pp |
| Annual return | 19.18% | -631.55%+650.7pp | -137.30%+156.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,811 | $2,845-36.4% | $4,321-58.1% | $2,671-32.2% |
| Participant deferral / active EE | $3,648 | $4,343-16.0% | $5,820-37.3% | $4,126-11.6% |
| Admin fee / account holder | $588 | $6,780-91.3% | $10,600-94.5% | $5,651-89.6% |