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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 | $44,673 | $91,536-51.2% | $130,062-65.7% | $75,177-40.6% |
| Participation rate | 76.7% | 71.5%+5.2pp | 78.5%-1.8pp | 67.2%+9.5pp |
| Annual return | 16.55% | -631.62%+648.2pp | -137.37%+153.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $2,143 | $2,845-24.7% | $4,322-50.4% | $2,671-19.8% |
| Participant deferral / active EE | $3,225 | $4,343-25.8% | $5,821-44.6% | $4,126-21.9% |
| Admin fee / account holder | $1,896 | $6,780-72.0% | $10,601-82.1% | $5,651-66.4% |