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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 | $79,144 | $91,537-13.5% | $130,045-39.1% | $75,173+5.3% |
| Participation rate | 98.0% | 71.5%+26.5pp | 78.5%+19.5pp | 67.2%+30.8pp |
| Annual return | 20.38% | -631.55%+651.9pp | -137.30%+157.7pp | 160.72%-140.3pp |
| Employer contribution / active EE | $3,163 | $2,845+11.2% | $4,321-26.8% | $2,671+18.4% |
| Participant deferral / active EE | $4,404 | $4,343+1.4% | $5,820-24.3% | $4,126+6.7% |
| Admin fee / account holder | $1,577 | $6,780-76.7% | $10,600-85.1% | $5,651-72.1% |