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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 | $99,894 | $91,536+9.1% | $130,062-23.2% | $75,177+32.9% |
| Participation rate | 81.5% | 71.5%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 19.22% | -631.62%+650.8pp | -137.37%+156.6pp | 160.75%-141.5pp |
| Employer contribution / active EE | $3,400 | $2,845+19.5% | $4,322-21.3% | $2,671+27.3% |
| Participant deferral / active EE | $4,995 | $4,343+15.0% | $5,821-14.2% | $4,126+21.1% |
| Admin fee / account holder | $509 | $6,780-92.5% | $10,601-95.2% | $5,651-91.0% |