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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 | $85,321 | $91,536-6.8% | $130,062-34.4% | $75,177+13.5% |
| Participation rate | 90.2% | 71.5%+18.7pp | 78.5%+11.7pp | 67.2%+23.0pp |
| Annual return | 14.39% | -631.62%+646.0pp | -137.37%+151.8pp | 160.75%-146.4pp |
| Employer contribution / active EE | $5,765 | $2,845+102.7% | $4,322+33.4% | $2,671+115.8% |
| Participant deferral / active EE | $7,188 | $4,343+65.5% | $5,821+23.5% | $4,126+74.2% |
| Admin fee / account holder | $4,115 | $6,780-39.3% | $10,601-61.2% | $5,651-27.2% |