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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 | $135,645 | $91,537+48.2% | $130,045+4.3% | $75,173+80.4% |
| Participation rate | 91.7% | 71.5%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 24.71% | -631.55%+656.3pp | -137.30%+162.0pp | 160.72%-136.0pp |
| Employer contribution / active EE | $5,574 | $2,845+95.9% | $4,321+29.0% | $2,671+108.7% |
| Participant deferral / active EE | $3,216 | $4,343-25.9% | $5,820-44.7% | $4,126-22.1% |
| Admin fee / account holder | $1,893 | $6,780-72.1% | $10,600-82.1% | $5,651-66.5% |