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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 | $141,971 | $91,525+55.1% | $130,026+9.2% | $75,181+88.8% |
| Participation rate | 71.4% | 71.4%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 13.79% | -631.40%+645.2pp | -137.26%+151.1pp | 160.69%-146.9pp |
| Employer contribution / active EE | $1,531 | $2,844-46.2% | $4,321-64.6% | $2,671-42.7% |
| Participant deferral / active EE | $2,835 | $4,342-34.7% | $5,821-51.3% | $4,126-31.3% |
| Admin fee / account holder | $20,656 | $6,778+204.7% | $10,608+94.7% | $5,650+265.6% |