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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 | $74,718 | $91,525-18.4% | $130,026-42.5% | $75,181-0.6% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 18.73% | -631.40%+650.1pp | -137.26%+156.0pp | 160.69%-142.0pp |
| Employer contribution / active EE | $3,226 | $2,844+13.4% | $4,321-25.3% | $2,671+20.8% |
| Participant deferral / active EE | $3,779 | $4,342-13.0% | $5,821-35.1% | $4,126-8.4% |
| Admin fee / account holder | $12,814 | $6,778+89.0% | $10,608+20.8% | $5,650+126.8% |