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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 | $94,017 | $91,537+2.7% | $130,045-27.7% | $75,173+25.1% |
| Participation rate | 98.1% | 71.5%+26.7pp | 78.5%+19.6pp | 67.2%+30.9pp |
| Annual return | 18.05% | -631.55%+649.6pp | -137.30%+155.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,389 | $2,845-16.0% | $4,321-44.7% | $2,671-10.6% |
| Participant deferral / active EE | $3,905 | $4,343-10.1% | $5,820-32.9% | $4,126-5.4% |
| Admin fee / account holder | $11,534 | $6,780+70.1% | $10,600+8.8% | $5,651+104.1% |