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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 | $43,550 | $91,536-52.4% | $130,062-66.5% | $75,177-42.1% |
| Participation rate | 84.3% | 71.5%+12.9pp | 78.5%+5.8pp | 67.2%+17.1pp |
| Annual return | 16.82% | -631.62%+648.4pp | -137.37%+154.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $4,309 | $2,845+51.5% | $4,322-0.3% | $2,671+61.3% |
| Participant deferral / active EE | $2,438 | $4,343-43.9% | $5,821-58.1% | $4,126-40.9% |
| Admin fee / account holder | $5,328 | $6,780-21.4% | $10,601-49.7% | $5,651-5.7% |