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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 | $51,605 | $91,536-43.6% | $130,062-60.3% | $75,177-31.4% |
| Participation rate | 90.0% | 71.5%+18.5pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 17.16% | -631.62%+648.8pp | -137.37%+154.5pp | 160.75%-143.6pp |
| Employer contribution / active EE | $2,101 | $2,845-26.2% | $4,322-51.4% | $2,671-21.4% |
| Participant deferral / active EE | $6,073 | $4,343+39.8% | $5,821+4.3% | $4,126+47.2% |
| Admin fee / account holder | $3,421 | $6,780-49.5% | $10,601-67.7% | $5,651-39.5% |