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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 | $145,780 | $91,537+59.3% | $130,045+12.1% | $75,173+93.9% |
| Participation rate | 77.4% | 71.5%+5.9pp | 78.5%-1.1pp | 67.2%+10.2pp |
| Annual return | 20.57% | -631.55%+652.1pp | -137.30%+157.9pp | 160.72%-140.2pp |
| Employer contribution / active EE | $2,053 | $2,845-27.8% | $4,321-52.5% | $2,671-23.1% |
| Participant deferral / active EE | $5,071 | $4,343+16.8% | $5,820-12.9% | $4,126+22.9% |
| Admin fee / account holder | $8,821 | $6,780+30.1% | $10,600-16.8% | $5,651+56.1% |