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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 | $144,878 | $91,536+58.3% | $130,062+11.4% | $75,177+92.7% |
| Participation rate | 85.0% | 71.5%+13.5pp | 78.5%+6.5pp | 67.2%+17.8pp |
| Annual return | 17.80% | -631.62%+649.4pp | -137.37%+155.2pp | 160.75%-142.9pp |
| Employer contribution / active EE | $4,038 | $2,845+41.9% | $4,322-6.6% | $2,671+51.2% |
| Participant deferral / active EE | $9,787 | $4,343+125.3% | $5,821+68.1% | $4,126+137.2% |
| Admin fee / account holder | $29,681 | $6,780+337.8% | $10,601+180.0% | $5,651+425.2% |