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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 | $49,556 | $91,536-45.9% | $130,062-61.9% | $75,177-34.1% |
| Participation rate | 80.3% | 71.5%+8.8pp | 78.5%+1.8pp | 67.2%+13.1pp |
| Annual return | 14.44% | -631.62%+646.1pp | -137.37%+151.8pp | 160.75%-146.3pp |
| Employer contribution / active EE | $2,026 | $2,845-28.8% | $4,322-53.1% | $2,671-24.1% |
| Participant deferral / active EE | $4,388 | $4,343+1.0% | $5,821-24.6% | $4,126+6.3% |
| Admin fee / account holder | $6,100 | $6,780-10.0% | $10,601-42.5% | $5,651+7.9% |