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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 | $122,007 | $91,537+33.3% | $130,045-6.2% | $75,173+62.3% |
| Participation rate | 75.4% | 71.5%+3.9pp | 78.5%-3.1pp | 67.2%+8.2pp |
| Annual return | 17.75% | -631.55%+649.3pp | -137.30%+155.1pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,701 | $2,845-40.2% | $4,321-60.6% | $2,671-36.3% |
| Participant deferral / active EE | $5,173 | $4,343+19.1% | $5,820-11.1% | $4,126+25.4% |
| Admin fee / account holder | $20,365 | $6,780+200.4% | $10,600+92.1% | $5,651+260.4% |