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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 | $38,330 | $91,525-58.1% | $130,026-70.5% | $75,181-49.0% |
| Participation rate | 93.9% | 71.4%+22.5pp | 78.5%+15.4pp | 67.2%+26.7pp |
| Annual return | 15.55% | -631.40%+646.9pp | -137.26%+152.8pp | 160.69%-145.1pp |
| Employer contribution / active EE | $5,902 | $2,844+107.5% | $4,321+36.6% | $2,671+121.0% |
| Participant deferral / active EE | $12,192 | $4,342+180.8% | $5,821+109.5% | $4,126+195.5% |
| Admin fee / account holder | $2,410 | $6,778-64.5% | $10,608-77.3% | $5,650-57.4% |