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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 | $82,603 | $61,815+33.6% | $97,295-15.1% | $80,959+2.0% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.7%+9.5pp | 67.7%+14.5pp |
| Annual return | 12.62% | -558.73%+571.4pp | 75.62%-63.0pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,391 | $1,836+84.6% | $2,723+24.5% | $2,757+23.0% |
| Participant deferral / active EE | $10,192 | $3,027+236.7% | $4,264+139.0% | $4,300+137.0% |
| Admin fee / account holder | $990 | $5,166-80.8% | $5,646-82.5% | $6,925-85.7% |