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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 | $81,098 | $91,536-11.4% | $130,062-37.6% | $75,177+7.9% |
| Participation rate | 75.0% | 71.5%+3.5pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 17.11% | -631.62%+648.7pp | -137.37%+154.5pp | 160.75%-143.6pp |
| Employer contribution / active EE | $3,540 | $2,845+24.4% | $4,322-18.1% | $2,671+32.5% |
| Participant deferral / active EE | $9,580 | $4,343+120.6% | $5,821+64.6% | $4,126+132.2% |
| Admin fee / account holder | $561 | $6,780-91.7% | $10,601-94.7% | $5,651-90.1% |