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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 | $97,405 | $110,083-11.5% | $151,639-35.8% | $68,486+42.2% |
| Participation rate | 90.1% | 84.0%+6.2pp | 87.5%+2.6pp | 67.9%+22.2pp |
| Annual return | 157.44% | -10.12%+167.6pp | 3.34%+154.1pp | -7.85%+165.3pp |
| Employer contribution / active EE | $2,890 | $4,470-35.3% | $6,165-53.1% | $2,597+11.3% |
| Participant deferral / active EE | $5,327 | $6,526-18.4% | $8,363-36.3% | $4,028+32.3% |
| Admin fee / account holder | $16,696 | $7,718+116.3% | $11,613+43.8% | $5,404+209.0% |