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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 | $90,966 | $91,537-0.6% | $130,045-30.1% | $75,173+21.0% |
| Participation rate | 93.2% | 71.5%+21.8pp | 78.5%+14.7pp | 67.2%+26.0pp |
| Annual return | 22.40% | -631.55%+653.9pp | -137.30%+159.7pp | 160.72%-138.3pp |
| Employer contribution / active EE | $2,807 | $2,845-1.3% | $4,321-35.0% | $2,671+5.1% |
| Participant deferral / active EE | $6,753 | $4,343+55.5% | $5,820+16.0% | $4,126+63.7% |
| Admin fee / account holder | $2,431 | $6,780-64.1% | $10,600-77.1% | $5,651-57.0% |