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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 | $93,339 | $91,537+2.0% | $130,045-28.2% | $75,173+24.2% |
| Participation rate | 82.1% | 71.5%+10.7pp | 78.5%+3.6pp | 67.2%+14.9pp |
| Annual return | 14.52% | -631.55%+646.1pp | -137.30%+151.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,866 | $2,845-34.4% | $4,321-56.8% | $2,671-30.1% |
| Participant deferral / active EE | $2,438 | $4,343-43.9% | $5,820-58.1% | $4,126-40.9% |
| Admin fee / account holder | $28,875 | $6,780+325.9% | $10,600+172.4% | $5,651+411.0% |