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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 | $178,191 | $91,525+94.7% | $130,026+37.0% | $75,181+137.0% |
| Participation rate | 86.0% | 71.4%+14.6pp | 78.5%+7.6pp | 67.2%+18.8pp |
| Annual return | 18.19% | -631.40%+649.6pp | -137.26%+155.5pp | 160.69%-142.5pp |
| Employer contribution / active EE | $2,905 | $2,844+2.1% | $4,321-32.8% | $2,671+8.8% |
| Participant deferral / active EE | $8,960 | $4,342+106.4% | $5,821+53.9% | $4,126+117.2% |
| Admin fee / account holder | $8,007 | $6,778+18.1% | $10,608-24.5% | $5,650+41.7% |