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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 | $164,250 | $91,536+79.4% | $130,062+26.3% | $75,177+118.5% |
| Participation rate | 88.0% | 71.5%+16.5pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 17.89% | -631.62%+649.5pp | -137.37%+155.3pp | 160.75%-142.9pp |
| Employer contribution / active EE | $1,732 | $2,845-39.1% | $4,322-59.9% | $2,671-35.2% |
| Participant deferral / active EE | $2,992 | $4,343-31.1% | $5,821-48.6% | $4,126-27.5% |
| Admin fee / account holder | $63,205 | $6,780+832.3% | $10,601+496.2% | $5,651+1018.4% |