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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 | $155,890 | $91,537+70.3% | $130,045+19.9% | $75,173+107.4% |
| Participation rate | 85.7% | 71.5%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 18.76% | -631.55%+650.3pp | -137.30%+156.1pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,509 | $2,845-11.8% | $4,321-41.9% | $2,671-6.1% |
| Participant deferral / active EE | $5,577 | $4,343+28.4% | $5,820-4.2% | $4,126+35.1% |
| Admin fee / account holder | $5,810 | $6,780-14.3% | $10,600-45.2% | $5,651+2.8% |