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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 | $93,411 | $91,536+2.0% | $130,062-28.2% | $75,177+24.3% |
| Participation rate | 75.9% | 71.5%+4.5pp | 78.5%-2.6pp | 67.2%+8.7pp |
| Annual return | 27.82% | -631.62%+659.4pp | -137.37%+165.2pp | 160.75%-132.9pp |
| Employer contribution / active EE | $3,863 | $2,845+35.8% | $4,322-10.6% | $2,671+44.6% |
| Participant deferral / active EE | $7,838 | $4,343+80.5% | $5,821+34.7% | $4,126+89.9% |
| Admin fee / account holder | $3,562 | $6,780-47.5% | $10,601-66.4% | $5,651-37.0% |