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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 | $156,419 | $91,537+70.9% | $130,045+20.3% | $75,173+108.1% |
| Participation rate | 94.6% | 71.5%+23.1pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 18.56% | -631.55%+650.1pp | -137.30%+155.9pp | 160.72%-142.2pp |
| Employer contribution / active EE | $6,014 | $2,845+111.4% | $4,321+39.2% | $2,671+125.1% |
| Participant deferral / active EE | $3,677 | $4,343-15.3% | $5,820-36.8% | $4,126-10.9% |
| Admin fee / account holder | $4,835 | $6,780-28.7% | $10,600-54.4% | $5,651-14.4% |