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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 | $82,209 | $91,537-10.2% | $130,045-36.8% | $75,173+9.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.55% | -631.55%+651.1pp | -137.30%+156.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $2,992 | $2,845+5.2% | $4,321-30.8% | $2,671+12.0% |
| Participant deferral / active EE | $5,001 | $4,343+15.2% | $5,820-14.1% | $4,126+21.2% |
| Admin fee / account holder | $4,517 | $6,780-33.4% | $10,600-57.4% | $5,651-20.1% |