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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 | $141,070 | $91,537+54.1% | $130,045+8.5% | $75,173+87.7% |
| Participation rate | 95.0% | 71.5%+23.5pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 23.87% | -631.55%+655.4pp | -137.30%+161.2pp | 160.72%-136.9pp |
| Employer contribution / active EE | $1,792 | $2,845-37.0% | $4,321-58.5% | $2,671-32.9% |
| Participant deferral / active EE | $5,348 | $4,343+23.2% | $5,820-8.1% | $4,126+29.6% |
| Admin fee / account holder | $16,527 | $6,780+143.8% | $10,600+55.9% | $5,651+192.5% |