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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 | $108,133 | $91,537+18.1% | $130,045-16.8% | $75,173+43.8% |
| Participation rate | 86.6% | 71.5%+15.1pp | 78.5%+8.1pp | 67.2%+19.4pp |
| Annual return | 16.19% | -631.55%+647.7pp | -137.30%+153.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $1,910 | $2,845-32.9% | $4,321-55.8% | $2,671-28.5% |
| Participant deferral / active EE | $4,036 | $4,343-7.1% | $5,820-30.6% | $4,126-2.2% |
| Admin fee / account holder | $10,923 | $6,780+61.1% | $10,600+3.0% | $5,651+93.3% |