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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 | $50,976 | $91,525-44.3% | $130,026-60.8% | $75,181-32.2% |
| Participation rate | 82.8% | 71.4%+11.3pp | 78.5%+4.3pp | 67.2%+15.6pp |
| Annual return | 17.58% | -631.40%+649.0pp | -137.26%+154.8pp | 160.69%-143.1pp |
| Employer contribution / active EE | $3,471 | $2,844+22.0% | $4,321-19.7% | $2,671+30.0% |
| Participant deferral / active EE | $3,165 | $4,342-27.1% | $5,821-45.6% | $4,126-23.3% |
| Admin fee / account holder | $679 | $6,778-90.0% | $10,608-93.6% | $5,650-88.0% |