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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 | $53,836 | $91,537-41.2% | $130,045-58.6% | $75,173-28.4% |
| Participation rate | 73.7% | 71.5%+2.2pp | 78.5%-4.8pp | 67.2%+6.5pp |
| Annual return | 22.27% | -631.55%+653.8pp | -137.30%+159.6pp | 160.72%-138.4pp |
| Employer contribution / active EE | $3,004 | $2,845+5.6% | $4,321-30.5% | $2,671+12.5% |
| Participant deferral / active EE | $6,411 | $4,343+47.6% | $5,820+10.2% | $4,126+55.4% |
| Admin fee / account holder | $3,395 | $6,780-49.9% | $10,600-68.0% | $5,651-39.9% |