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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 | $169,099 | $91,537+84.7% | $130,045+30.0% | $75,173+124.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.05% | -631.55%+647.6pp | -137.30%+153.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $3,672 | $2,845+29.1% | $4,321-15.0% | $2,671+37.5% |
| Participant deferral / active EE | $3,816 | $4,343-12.1% | $5,820-34.4% | $4,126-7.5% |
| Admin fee / account holder | $3,802 | $6,780-43.9% | $10,600-64.1% | $5,651-32.7% |