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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 | $168,570 | $168,6360% | $147,617+14.2% | $125,393+34.4% |
| Participation rate | 76.9% | 88.8%-11.8pp | 84.6%-7.7pp | 83.2%-6.3pp |
| Annual return | -0.17% | 77.65%-77.8pp | 61.98%-62.2pp | 282.23%-282.4pp |
| Employer contribution / active EE | $2,558 | $6,252-59.1% | $5,565-54.0% | $4,866-47.4% |
| Participant deferral / active EE | $5,495 | $5,507-0.2% | $4,895+12.3% | $5,351+2.7% |
| Admin fee / account holder | $16,646 | $13,580+22.6% | $11,611+43.4% | $9,541+74.5% |