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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 | $162,808 | $91,536+77.9% | $130,062+25.2% | $75,177+116.6% |
| Participation rate | 86.8% | 71.5%+15.4pp | 78.5%+8.3pp | 67.2%+19.6pp |
| Annual return | 16.25% | -631.62%+647.9pp | -137.37%+153.6pp | 160.75%-144.5pp |
| Employer contribution / active EE | $3,768 | $2,845+32.4% | $4,322-12.8% | $2,671+41.1% |
| Participant deferral / active EE | $5,307 | $4,343+22.2% | $5,821-8.8% | $4,126+28.6% |
| Admin fee / account holder | $1,973 | $6,780-70.9% | $10,601-81.4% | $5,651-65.1% |