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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 | $91,045 | $91,537-0.5% | $130,045-30.0% | $75,173+21.1% |
| Participation rate | 75.7% | 71.5%+4.2pp | 78.5%-2.8pp | 67.2%+8.5pp |
| Annual return | 15.67% | -631.55%+647.2pp | -137.30%+153.0pp | 160.72%-145.0pp |
| Employer contribution / active EE | $2,096 | $2,845-26.3% | $4,321-51.5% | $2,671-21.5% |
| Participant deferral / active EE | $3,177 | $4,343-26.8% | $5,820-45.4% | $4,126-23.0% |
| Admin fee / account holder | $3,721 | $6,780-45.1% | $10,600-64.9% | $5,651-34.1% |