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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 | $91,510 | $91,5360% | $130,062-29.6% | $75,177+21.7% |
| Participation rate | 75.6% | 71.5%+4.1pp | 78.5%-2.9pp | 67.2%+8.4pp |
| Annual return | 14.66% | -631.62%+646.3pp | -137.37%+152.0pp | 160.75%-146.1pp |
| Employer contribution / active EE | $972 | $2,845-65.9% | $4,322-77.5% | $2,671-63.6% |
| Participant deferral / active EE | $4,186 | $4,343-3.6% | $5,821-28.1% | $4,126+1.4% |
| Admin fee / account holder | $10,815 | $6,780+59.5% | $10,601+2.0% | $5,651+91.4% |