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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 | $52,220 | $91,537-43.0% | $130,045-59.8% | $75,173-30.5% |
| Participation rate | 84.0% | 71.5%+12.5pp | 78.5%+5.5pp | 67.2%+16.8pp |
| Annual return | 17.80% | -631.55%+649.3pp | -137.30%+155.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,118 | $2,845-25.5% | $4,321-51.0% | $2,671-20.7% |
| Participant deferral / active EE | $6,674 | $4,343+53.7% | $5,820+14.7% | $4,126+61.7% |
| Admin fee / account holder | $4,128 | $6,780-39.1% | $10,600-61.1% | $5,651-26.9% |