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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 | $119,153 | $91,537+30.2% | $130,045-8.4% | $75,173+58.5% |
| Participation rate | 92.3% | 71.5%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 14.82% | -631.55%+646.4pp | -137.30%+152.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,564 | $2,845-45.0% | $4,321-63.8% | $2,671-41.4% |
| Participant deferral / active EE | $5,628 | $4,343+29.6% | $5,820-3.3% | $4,126+36.4% |
| Admin fee / account holder | $3,705 | $6,780-45.4% | $10,600-65.0% | $5,651-34.4% |