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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 | $135,829 | $91,536+48.4% | $130,062+4.4% | $75,177+80.7% |
| Participation rate | 71.8% | 71.5%+0.3pp | 78.5%-6.7pp | 67.2%+4.6pp |
| Annual return | 15.95% | -631.62%+647.6pp | -137.37%+153.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $3,966 | $2,845+39.4% | $4,322-8.2% | $2,671+48.5% |
| Participant deferral / active EE | $5,292 | $4,343+21.8% | $5,821-9.1% | $4,126+28.2% |
| Admin fee / account holder | $367 | $6,780-94.6% | $10,601-96.5% | $5,651-93.5% |