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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 | $106,253 | $91,537+16.1% | $130,045-18.3% | $75,173+41.3% |
| Participation rate | 78.1% | 71.5%+6.7pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 13.32% | -631.55%+644.9pp | -137.30%+150.6pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,734 | $2,845-39.1% | $4,321-59.9% | $2,671-35.1% |
| Participant deferral / active EE | $5,284 | $4,343+21.7% | $5,820-9.2% | $4,126+28.1% |
| Admin fee / account holder | $16,998 | $6,780+150.7% | $10,600+60.4% | $5,651+200.8% |