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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 | $140,805 | $91,537+53.8% | $130,045+8.3% | $75,173+87.3% |
| Participation rate | 83.3% | 71.5%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 14.20% | -631.55%+645.7pp | -137.30%+151.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $3,075 | $2,845+8.1% | $4,321-28.8% | $2,671+15.1% |
| Participant deferral / active EE | $6,512 | $4,343+50.0% | $5,820+11.9% | $4,126+57.8% |
| Admin fee / account holder | $82,967 | $6,780+1123.7% | $10,600+682.7% | $5,651+1368.3% |