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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 | $57,634 | $91,525-37.0% | $130,026-55.7% | $75,181-23.3% |
| Participation rate | 81.1% | 71.4%+9.6pp | 78.5%+2.6pp | 67.2%+13.9pp |
| Annual return | 15.23% | -631.40%+646.6pp | -137.26%+152.5pp | 160.69%-145.5pp |
| Employer contribution / active EE | $1,609 | $2,844-43.4% | $4,321-62.8% | $2,671-39.8% |
| Participant deferral / active EE | $2,329 | $4,342-46.4% | $5,821-60.0% | $4,126-43.6% |
| Admin fee / account holder | $6,473 | $6,778-4.5% | $10,608-39.0% | $5,650+14.6% |