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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 | $119,319 | $91,536+30.4% | $130,062-8.3% | $75,177+58.7% |
| Participation rate | 72.2% | 71.5%+0.7pp | 78.5%-6.4pp | 67.2%+4.9pp |
| Annual return | 16.03% | -631.62%+647.7pp | -137.37%+153.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $3,268 | $2,845+14.9% | $4,322-24.4% | $2,671+22.4% |
| Participant deferral / active EE | $6,745 | $4,343+55.3% | $5,821+15.9% | $4,126+63.4% |
| Admin fee / account holder | $613 | $6,780-91.0% | $10,601-94.2% | $5,651-89.1% |