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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 | $51,499 | $91,536-43.7% | $130,062-60.4% | $75,177-31.5% |
| Participation rate | 78.8% | 71.5%+7.3pp | 78.5%+0.3pp | 67.2%+11.6pp |
| Annual return | 17.55% | -631.62%+649.2pp | -137.37%+154.9pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,237 | $2,845-56.5% | $4,322-71.4% | $2,671-53.7% |
| Participant deferral / active EE | $2,846 | $4,343-34.5% | $5,821-51.1% | $4,126-31.0% |
| Admin fee / account holder | $4,466 | $6,780-34.1% | $10,601-57.9% | $5,651-21.0% |