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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 | $43,045 | $91,525-53.0% | $130,026-66.9% | $75,181-42.7% |
| Participation rate | 92.1% | 71.4%+20.7pp | 78.5%+13.6pp | 67.2%+24.9pp |
| Annual return | 13.60% | -631.40%+645.0pp | -137.26%+150.9pp | 160.69%-147.1pp |
| Employer contribution / active EE | $1,857 | $2,844-34.7% | $4,321-57.0% | $2,671-30.5% |
| Participant deferral / active EE | $5,018 | $4,342+15.6% | $5,821-13.8% | $4,126+21.6% |
| Admin fee / account holder | $2,407 | $6,778-64.5% | $10,608-77.3% | $5,650-57.4% |