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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 | $92,782 | $91,537+1.4% | $130,045-28.7% | $75,173+23.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.30% | -631.55%+646.8pp | -137.30%+152.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $2,201 | $2,845-22.6% | $4,321-49.1% | $2,671-17.6% |
| Participant deferral / active EE | $6,109 | $4,343+40.7% | $5,820+5.0% | $4,126+48.1% |
| Admin fee / account holder | $5,021 | $6,780-25.9% | $10,600-52.6% | $5,651-11.1% |