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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 | $139,511 | $91,537+52.4% | $130,045+7.3% | $75,173+85.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 31.27% | -631.55%+662.8pp | -137.30%+168.6pp | 160.72%-129.4pp |
| Employer contribution / active EE | $15,219 | $2,845+435.0% | $4,321+252.2% | $2,671+469.8% |
| Participant deferral / active EE | $12,283 | $4,343+182.8% | $5,820+111.1% | $4,126+197.7% |
| Admin fee / account holder | $6,052 | $6,780-10.7% | $10,600-42.9% | $5,651+7.1% |