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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 | $126,660 | $91,536+38.4% | $130,062-2.6% | $75,177+68.5% |
| Participation rate | 80.0% | 71.5%+8.5pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 15.55% | -631.62%+647.2pp | -137.37%+152.9pp | 160.75%-145.2pp |
| Employer contribution / active EE | $3,417 | $2,845+20.1% | $4,322-20.9% | $2,671+27.9% |
| Participant deferral / active EE | $5,163 | $4,343+18.9% | $5,821-11.3% | $4,126+25.1% |
| Admin fee / account holder | $5,229 | $6,780-22.9% | $10,601-50.7% | $5,651-7.5% |