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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 | $137,776 | $91,536+50.5% | $130,062+5.9% | $75,177+83.3% |
| Participation rate | 84.8% | 71.5%+13.4pp | 78.5%+6.3pp | 67.2%+17.6pp |
| Annual return | 16.46% | -631.62%+648.1pp | -137.37%+153.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $7,122 | $2,845+150.3% | $4,322+64.8% | $2,671+166.6% |
| Participant deferral / active EE | $5,469 | $4,343+25.9% | $5,821-6.0% | $4,126+32.5% |
| Admin fee / account holder | $2,624 | $6,780-61.3% | $10,601-75.2% | $5,651-53.6% |