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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 | $89,772 | $91,525-1.9% | $130,026-31.0% | $75,181+19.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.77% | -631.40%+649.2pp | -137.26%+155.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $4,573 | $2,844+60.8% | $4,321+5.8% | $2,671+71.3% |
| Participant deferral / active EE | $10,990 | $4,342+153.1% | $5,821+88.8% | $4,126+166.4% |
| Admin fee / account holder | $3,967 | $6,778-41.5% | $10,608-62.6% | $5,650-29.8% |