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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 | $166,499 | $91,537+81.9% | $130,045+28.0% | $75,173+121.5% |
| Participation rate | 74.4% | 71.5%+2.9pp | 78.5%-4.1pp | 67.2%+7.2pp |
| Annual return | 16.54% | -631.55%+648.1pp | -137.30%+153.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,746 | $2,845+31.7% | $4,321-13.3% | $2,671+40.2% |
| Participant deferral / active EE | $4,157 | $4,343-4.3% | $5,820-28.6% | $4,126+0.8% |
| Admin fee / account holder | $10,228 | $6,780+50.9% | $10,600-3.5% | $5,651+81.0% |