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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 | $96,298 | $91,536+5.2% | $130,062-26.0% | $75,177+28.1% |
| Participation rate | 89.1% | 71.5%+17.6pp | 78.5%+10.6pp | 67.2%+21.9pp |
| Annual return | 13.91% | -631.62%+645.5pp | -137.37%+151.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $2,709 | $2,845-4.8% | $4,322-37.3% | $2,671+1.4% |
| Participant deferral / active EE | $4,515 | $4,343+4.0% | $5,821-22.4% | $4,126+9.4% |
| Admin fee / account holder | $9,726 | $6,780+43.5% | $10,601-8.3% | $5,651+72.1% |