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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 | $101,043 | $91,525+10.4% | $130,026-22.3% | $75,181+34.4% |
| Participation rate | 95.3% | 71.4%+23.9pp | 78.5%+16.8pp | 67.2%+28.1pp |
| Annual return | 21.60% | -631.40%+653.0pp | -137.26%+158.9pp | 160.69%-139.1pp |
| Employer contribution / active EE | $4,499 | $2,844+58.2% | $4,321+4.1% | $2,671+68.5% |
| Participant deferral / active EE | $9,572 | $4,342+120.5% | $5,821+64.5% | $4,126+132.0% |
| Admin fee / account holder | $11,467 | $6,778+69.2% | $10,608+8.1% | $5,650+103.0% |