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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 | $99,061 | $91,536+8.2% | $130,062-23.8% | $75,177+31.8% |
| Participation rate | 76.0% | 71.5%+4.5pp | 78.5%-2.5pp | 67.2%+8.8pp |
| Annual return | 19.25% | -631.62%+650.9pp | -137.37%+156.6pp | 160.75%-141.5pp |
| Employer contribution / active EE | $1,386 | $2,845-51.3% | $4,322-67.9% | $2,671-48.1% |
| Participant deferral / active EE | $4,690 | $4,343+8.0% | $5,821-19.4% | $4,126+13.6% |
| Admin fee / account holder | $9,848 | $6,780+45.3% | $10,601-7.1% | $5,651+74.3% |