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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 | $97,472 | $91,537+6.5% | $130,045-25.0% | $75,173+29.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.87% | -631.55%+647.4pp | -137.30%+153.2pp | 160.72%-144.8pp |
| Employer contribution / active EE | $5,526 | $2,845+94.2% | $4,321+27.9% | $2,671+106.9% |
| Participant deferral / active EE | $6,343 | $4,343+46.0% | $5,820+9.0% | $4,126+53.7% |
| Admin fee / account holder | $688 | $6,780-89.8% | $10,600-93.5% | $5,651-87.8% |