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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 | $170,673 | $91,536+86.5% | $130,062+31.2% | $75,177+127.0% |
| Participation rate | 79.7% | 71.5%+8.2pp | 78.5%+1.2pp | 67.2%+12.5pp |
| Annual return | 15.61% | -631.62%+647.2pp | -137.37%+153.0pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,828 | $2,845-0.6% | $4,322-34.6% | $2,671+5.9% |
| Participant deferral / active EE | $5,852 | $4,343+34.7% | $5,821+0.5% | $4,126+41.8% |
| Admin fee / account holder | $18,004 | $6,780+165.6% | $10,601+69.8% | $5,651+218.6% |