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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 | $85,799 | $91,537-6.3% | $130,045-34.0% | $75,173+14.1% |
| Participation rate | 75.6% | 71.5%+4.2pp | 78.5%-2.9pp | 67.2%+8.4pp |
| Annual return | 14.79% | -631.55%+646.3pp | -137.30%+152.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $3,357 | $2,845+18.0% | $4,321-22.3% | $2,671+25.7% |
| Participant deferral / active EE | $7,700 | $4,343+77.3% | $5,820+32.3% | $4,126+86.6% |
| Admin fee / account holder | $24,461 | $6,780+260.8% | $10,600+130.8% | $5,651+332.9% |