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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 | $118,414 | $91,536+29.4% | $130,062-9.0% | $75,177+57.5% |
| Participation rate | 76.6% | 71.5%+5.1pp | 78.5%-1.9pp | 67.2%+9.4pp |
| Annual return | 22.37% | -631.62%+654.0pp | -137.37%+159.7pp | 160.75%-138.4pp |
| Employer contribution / active EE | $5,148 | $2,845+81.0% | $4,322+19.1% | $2,671+92.7% |
| Participant deferral / active EE | $8,718 | $4,343+100.7% | $5,821+49.8% | $4,126+111.3% |
| Admin fee / account holder | $6,795 | $6,780+0.2% | $10,601-35.9% | $5,651+20.2% |