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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 | $157,346 | $91,537+71.9% | $130,045+21.0% | $75,173+109.3% |
| Participation rate | 85.3% | 71.5%+13.8pp | 78.5%+6.8pp | 67.2%+18.1pp |
| Annual return | 26.88% | -631.55%+658.4pp | -137.30%+164.2pp | 160.72%-133.8pp |
| Employer contribution / active EE | $1,772 | $2,845-37.7% | $4,321-59.0% | $2,671-33.7% |
| Participant deferral / active EE | $3,246 | $4,343-25.3% | $5,820-44.2% | $4,126-21.3% |
| Admin fee / account holder | $4,377 | $6,780-35.4% | $10,600-58.7% | $5,651-22.5% |