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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 | $91,718 | $91,536+0.2% | $130,062-29.5% | $75,177+22.0% |
| Participation rate | 92.3% | 71.5%+20.8pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 14.26% | -631.62%+645.9pp | -137.37%+151.6pp | 160.75%-146.5pp |
| Employer contribution / active EE | $1,753 | $2,845-38.4% | $4,322-59.4% | $2,671-34.4% |
| Participant deferral / active EE | $5,189 | $4,343+19.5% | $5,821-10.9% | $4,126+25.7% |
| Admin fee / account holder | $11,994 | $6,780+76.9% | $10,601+13.1% | $5,651+112.2% |