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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 | $79,026 | $91,536-13.7% | $130,062-39.2% | $75,177+5.1% |
| Participation rate | 90.4% | 71.5%+18.9pp | 78.5%+11.9pp | 67.2%+23.2pp |
| Annual return | 17.35% | -631.62%+649.0pp | -137.37%+154.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $5,998 | $2,845+110.8% | $4,322+38.8% | $2,671+124.6% |
| Participant deferral / active EE | $3,645 | $4,343-16.1% | $5,821-37.4% | $4,126-11.7% |
| Admin fee / account holder | $3,986 | $6,780-41.2% | $10,601-62.4% | $5,651-29.5% |