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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 | $86,980 | $91,536-5.0% | $130,062-33.1% | $75,177+15.7% |
| Participation rate | 89.7% | 71.5%+18.2pp | 78.5%+11.1pp | 67.2%+22.5pp |
| Annual return | 14.55% | -631.62%+646.2pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,070 | $2,845-62.4% | $4,322-75.2% | $2,671-59.9% |
| Participant deferral / active EE | $5,816 | $4,343+33.9% | $5,821-0.1% | $4,126+41.0% |
| Admin fee / account holder | $8,734 | $6,780+28.8% | $10,601-17.6% | $5,651+54.5% |