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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 | $92,551 | $91,537+1.1% | $130,045-28.8% | $75,173+23.1% |
| Participation rate | 72.2% | 71.5%+0.8pp | 78.5%-6.3pp | 67.2%+5.0pp |
| Annual return | 19.00% | -631.55%+650.5pp | -137.30%+156.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $1,785 | $2,845-37.3% | $4,321-58.7% | $2,671-33.2% |
| Participant deferral / active EE | $5,064 | $4,343+16.6% | $5,820-13.0% | $4,126+22.7% |
| Admin fee / account holder | $1,197 | $6,780-82.4% | $10,600-88.7% | $5,651-78.8% |