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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 | $90,005 | $91,537-1.7% | $130,045-30.8% | $75,173+19.7% |
| Participation rate | 94.1% | 71.5%+22.7pp | 78.5%+15.6pp | 67.2%+26.9pp |
| Annual return | 13.50% | -631.55%+645.0pp | -137.30%+150.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $2,323 | $2,845-18.3% | $4,321-46.2% | $2,671-13.0% |
| Participant deferral / active EE | $8,853 | $4,343+103.9% | $5,820+52.1% | $4,126+114.6% |
| Admin fee / account holder | $18,004 | $6,780+165.5% | $10,600+69.8% | $5,651+218.6% |