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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 | $102,343 | $91,537+11.8% | $130,045-21.3% | $75,173+36.1% |
| Participation rate | 79.5% | 71.5%+8.0pp | 78.5%+1.0pp | 67.2%+12.3pp |
| Annual return | 17.28% | -631.55%+648.8pp | -137.30%+154.6pp | 160.72%-143.4pp |
| Employer contribution / active EE | $996 | $2,845-65.0% | $4,321-77.0% | $2,671-62.7% |
| Participant deferral / active EE | $3,921 | $4,343-9.7% | $5,820-32.6% | $4,126-5.0% |
| Admin fee / account holder | $4,539 | $6,780-33.0% | $10,600-57.2% | $5,651-19.7% |