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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 | $43,671 | $91,536-52.3% | $130,062-66.4% | $75,177-41.9% |
| Participation rate | 94.6% | 71.5%+23.2pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 15.85% | -631.62%+647.5pp | -137.37%+153.2pp | 160.75%-144.9pp |
| Employer contribution / active EE | $2,226 | $2,845-21.8% | $4,322-48.5% | $2,671-16.7% |
| Participant deferral / active EE | $5,090 | $4,343+17.2% | $5,821-12.6% | $4,126+23.3% |
| Admin fee / account holder | $2,380 | $6,780-64.9% | $10,601-77.6% | $5,651-57.9% |