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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 | $91,538-13.7% | $130,014-39.2% | $75,173+5.1% |
| Participation rate | 90.4% | 71.4%+18.9pp | 78.5%+11.9pp | 67.2%+23.2pp |
| Annual return | 17.35% | -631.11%+648.5pp | -137.22%+154.6pp | 160.65%-143.3pp |
| Employer contribution / active EE | $5,998 | $2,845+110.8% | $4,320+38.8% | $2,670+124.6% |
| Participant deferral / active EE | $3,645 | $4,341-16.0% | $5,821-37.4% | $4,126-11.6% |
| Admin fee / account holder | $3,986 | $6,790-41.3% | $10,616-62.4% | $5,651-29.5% |