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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 | $42,746 | $91,537-53.3% | $130,045-67.1% | $75,173-43.1% |
| Participation rate | 80.0% | 71.5%+8.5pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 14.28% | -631.55%+645.8pp | -137.30%+151.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $2,123 | $2,845-25.4% | $4,321-50.9% | $2,671-20.5% |
| Participant deferral / active EE | $3,115 | $4,343-28.3% | $5,820-46.5% | $4,126-24.5% |
| Admin fee / account holder | $5,627 | $6,780-17.0% | $10,600-46.9% | $5,651-0.4% |