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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 | $112,837 | $91,537+23.3% | $130,045-13.2% | $75,173+50.1% |
| Participation rate | 71.4% | 71.5%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 13.61% | -631.55%+645.2pp | -137.30%+150.9pp | 160.72%-147.1pp |
| Employer contribution / active EE | $2,060 | $2,845-27.6% | $4,321-52.3% | $2,671-22.9% |
| Participant deferral / active EE | $5,046 | $4,343+16.2% | $5,820-13.3% | $4,126+22.3% |
| Admin fee / account holder | $3,350 | $6,780-50.6% | $10,600-68.4% | $5,651-40.7% |