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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 | $76,095 | $91,536-16.9% | $130,062-41.5% | $75,177+1.2% |
| Participation rate | 77.8% | 71.5%+6.3pp | 78.5%-0.7pp | 67.2%+10.6pp |
| Annual return | 15.83% | -631.62%+647.5pp | -137.37%+153.2pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,662 | $2,845-41.6% | $4,322-61.6% | $2,671-37.8% |
| Participant deferral / active EE | $3,918 | $4,343-9.8% | $5,821-32.7% | $4,126-5.1% |
| Admin fee / account holder | $1,320 | $6,780-80.5% | $10,601-87.5% | $5,651-76.6% |