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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 | $125,467 | $91,537+37.1% | $130,045-3.5% | $75,173+66.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.53% | -631.55%+650.1pp | -137.30%+155.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $9,010 | $2,845+216.7% | $4,321+108.5% | $2,671+237.3% |
| Participant deferral / active EE | $9,511 | $4,343+119.0% | $5,820+63.4% | $4,126+130.5% |
| Admin fee / account holder | $814 | $6,780-88.0% | $10,600-92.3% | $5,651-85.6% |