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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 | $46,781 | $91,537-48.9% | $130,045-64.0% | $75,173-37.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.54% | -631.55%+648.1pp | -137.30%+153.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,001 | $2,845+5.5% | $4,321-30.6% | $2,671+12.4% |
| Participant deferral / active EE | $3,511 | $4,343-19.2% | $5,820-39.7% | $4,126-14.9% |
| Admin fee / account holder | $1,253 | $6,780-81.5% | $10,600-88.2% | $5,651-77.8% |