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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 | $146,061 | $91,536+59.6% | $130,062+12.3% | $75,177+94.3% |
| Participation rate | 90.6% | 71.5%+19.2pp | 78.5%+12.1pp | 67.2%+23.4pp |
| Annual return | 14.58% | -631.62%+646.2pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $7,962 | $2,845+179.9% | $4,322+84.2% | $2,671+198.1% |
| Participant deferral / active EE | $9,289 | $4,343+113.9% | $5,821+59.6% | $4,126+125.1% |
| Admin fee / account holder | $23,424 | $6,780+245.5% | $10,601+121.0% | $5,651+314.5% |