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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 | $107,709 | $91,537+17.7% | $130,045-17.2% | $75,173+43.3% |
| Participation rate | 74.4% | 71.5%+2.9pp | 78.5%-4.1pp | 67.2%+7.2pp |
| Annual return | 20.19% | -631.55%+651.7pp | -137.30%+157.5pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,311 | $2,845-53.9% | $4,321-69.7% | $2,671-50.9% |
| Participant deferral / active EE | $3,981 | $4,343-8.3% | $5,820-31.6% | $4,126-3.5% |
| Admin fee / account holder | $4,830 | $6,780-28.8% | $10,600-54.4% | $5,651-14.5% |