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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 | $110,269 | $91,536+20.5% | $130,062-15.2% | $75,177+46.7% |
| Participation rate | 97.0% | 71.5%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 18.24% | -631.62%+649.9pp | -137.37%+155.6pp | 160.75%-142.5pp |
| Employer contribution / active EE | $5,669 | $2,845+99.3% | $4,322+31.2% | $2,671+112.2% |
| Participant deferral / active EE | $5,304 | $4,343+22.1% | $5,821-8.9% | $4,126+28.5% |
| Admin fee / account holder | $1,745 | $6,780-74.3% | $10,601-83.5% | $5,651-69.1% |