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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 | $45,360 | $91,537-50.4% | $130,045-65.1% | $75,173-39.7% |
| Participation rate | 72.2% | 71.5%+0.8pp | 78.5%-6.3pp | 67.2%+5.0pp |
| Annual return | 14.72% | -631.55%+646.3pp | -137.30%+152.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,979 | $2,845-30.4% | $4,321-54.2% | $2,671-25.9% |
| Participant deferral / active EE | $2,723 | $4,343-37.3% | $5,820-53.2% | $4,126-34.0% |
| Admin fee / account holder | $2,118 | $6,780-68.8% | $10,600-80.0% | $5,651-62.5% |