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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 | $141,178 | $91,536+54.2% | $130,062+8.5% | $75,177+87.8% |
| Participation rate | 72.0% | 71.5%+0.5pp | 78.5%-6.6pp | 67.2%+4.7pp |
| Annual return | 20.66% | -631.62%+652.3pp | -137.37%+158.0pp | 160.75%-140.1pp |
| Employer contribution / active EE | $2,227 | $2,845-21.7% | $4,322-48.5% | $2,671-16.6% |
| Participant deferral / active EE | $5,985 | $4,343+37.8% | $5,821+2.8% | $4,126+45.0% |
| Admin fee / account holder | $20,934 | $6,780+208.8% | $10,601+97.5% | $5,651+270.4% |