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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 | $142,093 | $91,536+55.2% | $130,062+9.3% | $75,177+89.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.77% | -631.62%+654.4pp | -137.37%+160.1pp | 160.75%-138.0pp |
| Employer contribution / active EE | $10,524 | $2,845+269.9% | $4,322+143.5% | $2,671+294.0% |
| Participant deferral / active EE | $10,205 | $4,343+135.0% | $5,821+75.3% | $4,126+147.3% |
| Admin fee / account holder | $5,197 | $6,780-23.3% | $10,601-51.0% | $5,651-8.0% |