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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 | $140,098 | $91,536+53.1% | $130,062+7.7% | $75,177+86.4% |
| Participation rate | 79.5% | 71.5%+8.0pp | 78.5%+1.0pp | 67.2%+12.3pp |
| Annual return | 21.33% | -631.62%+652.9pp | -137.37%+158.7pp | 160.75%-139.4pp |
| Employer contribution / active EE | $4,046 | $2,845+42.2% | $4,322-6.4% | $2,671+51.5% |
| Participant deferral / active EE | $11,733 | $4,343+170.2% | $5,821+101.6% | $4,126+184.4% |
| Admin fee / account holder | $16,691 | $6,780+146.2% | $10,601+57.4% | $5,651+195.3% |