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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 | $74,637 | $91,536-18.5% | $130,062-42.6% | $75,177-0.7% |
| Participation rate | 91.3% | 71.5%+19.8pp | 78.5%+12.8pp | 67.2%+24.1pp |
| Annual return | 15.23% | -631.62%+646.9pp | -137.37%+152.6pp | 160.75%-145.5pp |
| Employer contribution / active EE | $1,843 | $2,845-35.2% | $4,322-57.4% | $2,671-31.0% |
| Participant deferral / active EE | $4,146 | $4,343-4.5% | $5,821-28.8% | $4,126+0.5% |
| Admin fee / account holder | $6,433 | $6,780-5.1% | $10,601-39.3% | $5,651+13.8% |