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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 | $99,677 | $91,536+8.9% | $130,062-23.4% | $75,177+32.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.91% | -631.62%+646.5pp | -137.37%+152.3pp | 160.75%-145.8pp |
| Employer contribution / active EE | $5,837 | $2,845+105.2% | $4,322+35.1% | $2,671+118.5% |
| Participant deferral / active EE | $5,270 | $4,343+21.3% | $5,821-9.5% | $4,126+27.7% |
| Admin fee / account holder | $595 | $6,780-91.2% | $10,601-94.4% | $5,651-89.5% |