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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 | $234,581 | $91,536+156.3% | $130,062+80.4% | $75,177+212.0% |
| Participation rate | 77.3% | 71.5%+5.8pp | 78.5%-1.2pp | 67.2%+10.1pp |
| Annual return | 19.86% | -631.62%+651.5pp | -137.37%+157.2pp | 160.75%-140.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,309 | $4,343+91.3% | $5,821+42.7% | $4,126+101.4% |
| Admin fee / account holder | $15,615 | $6,780+130.3% | $10,601+47.3% | $5,651+176.3% |