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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 | $125,520 | $61,787+103.2% | $97,197+29.1% | $80,925+55.1% |
| Participation rate | 78.4% | 63.5%+14.9pp | 72.7%+5.7pp | 67.7%+10.7pp |
| Annual return | 11.46% | -558.16%+569.6pp | 75.47%-64.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,056 | $1,836-42.5% | $2,723-61.2% | $2,756-61.7% |
| Participant deferral / active EE | $5,732 | $3,027+89.3% | $4,263+34.4% | $4,299+33.3% |
| Admin fee / account holder | $421 | $5,170-91.9% | $5,637-92.5% | $6,940-93.9% |