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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 | $115,521 | $61,755+87.1% | $97,161+18.9% | $80,911+42.8% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.7%+9.1pp | 67.6%+14.2pp |
| Annual return | 11.39% | -557.90%+569.3pp | 75.36%-64.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,796 | $1,835-2.1% | $2,723-34.1% | $2,756-34.8% |
| Participant deferral / active EE | $4,874 | $3,026+61.0% | $4,265+14.3% | $4,297+13.4% |
| Admin fee / account holder | $10,523 | $5,166+103.7% | $5,647+86.3% | $6,935+51.8% |