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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 | $38,623 | $61,787-37.5% | $97,197-60.3% | $80,925-52.3% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.7%+7.3pp | 67.7%+12.3pp |
| Annual return | 15.20% | -558.16%+573.4pp | 75.47%-60.3pp | 35.65%-20.4pp |
| Employer contribution / active EE | $2,401 | $1,836+30.7% | $2,723-11.8% | $2,756-12.9% |
| Participant deferral / active EE | $4,273 | $3,027+41.2% | $4,263+0.2% | $4,299-0.6% |
| Admin fee / account holder | $2,674 | $5,170-48.3% | $5,637-52.6% | $6,940-61.5% |