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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 | $101,842 | $63,703+59.9% | $93,063+9.4% | $82,448+23.5% |
| Participation rate | 81.3% | 63.8%+17.4pp | 72.1%+9.1pp | 68.1%+13.2pp |
| Annual return | 19.06% | -775.43%+794.5pp | 34.15%-15.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,682 | $1,729+113.0% | $2,476+48.7% | $2,551+44.3% |
| Participant deferral / active EE | $10,286 | $2,919+252.4% | $3,958+159.9% | $4,139+148.5% |
| Admin fee / account holder | $1,587 | $5,982-73.5% | $6,033-73.7% | $7,234-78.1% |