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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 | $40,684 | $91,525-55.5% | $130,026-68.7% | $75,181-45.9% |
| Participation rate | 97.7% | 71.4%+26.3pp | 78.5%+19.2pp | 67.2%+30.5pp |
| Annual return | 48.28% | -631.40%+679.7pp | -137.26%+185.5pp | 160.69%-112.4pp |
| Employer contribution / active EE | $5,348 | $2,844+88.0% | $4,321+23.8% | $2,671+100.2% |
| Participant deferral / active EE | $7,592 | $4,342+74.8% | $5,821+30.4% | $4,126+84.0% |
| Admin fee / account holder | $320 | $6,778-95.3% | $10,608-97.0% | $5,650-94.3% |