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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 | $56,731 | $61,787-8.2% | $97,197-41.6% | $80,925-29.9% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.7%+13.5pp | 67.7%+18.5pp |
| Annual return | 17.88% | -558.16%+576.0pp | 75.47%-57.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $1,271 | $1,836-30.8% | $2,723-53.3% | $2,756-53.9% |
| Participant deferral / active EE | $5,583 | $3,027+84.4% | $4,263+30.9% | $4,299+29.9% |
| Admin fee / account holder | $4,846 | $5,170-6.3% | $5,637-14.0% | $6,940-30.2% |