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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 | $207,580 | $91,537+126.8% | $130,045+59.6% | $75,173+176.1% |
| Participation rate | 72.0% | 71.5%+0.5pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 16.42% | -631.55%+648.0pp | -137.30%+153.7pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,490 | $2,845-47.6% | $4,321-65.5% | $2,671-44.2% |
| Participant deferral / active EE | $6,819 | $4,343+57.0% | $5,820+17.2% | $4,126+65.3% |
| Admin fee / account holder | $3,182 | $6,780-53.1% | $10,600-70.0% | $5,651-43.7% |