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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 | $107,855 | $91,536+17.8% | $130,062-17.1% | $75,177+43.5% |
| Participation rate | 88.9% | 71.5%+17.4pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 22.48% | -631.62%+654.1pp | -137.37%+159.9pp | 160.75%-138.3pp |
| Employer contribution / active EE | $2,745 | $2,845-3.5% | $4,322-36.5% | $2,671+2.8% |
| Participant deferral / active EE | $4,714 | $4,343+8.5% | $5,821-19.0% | $4,126+14.2% |
| Admin fee / account holder | $8,769 | $6,780+29.4% | $10,601-17.3% | $5,651+55.2% |