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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 | $133,302 | $91,537+45.6% | $130,045+2.5% | $75,173+77.3% |
| Participation rate | 78.1% | 71.5%+6.7pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 18.44% | -631.55%+650.0pp | -137.30%+155.7pp | 160.72%-142.3pp |
| Employer contribution / active EE | $3,829 | $2,845+34.6% | $4,321-11.4% | $2,671+43.3% |
| Participant deferral / active EE | $7,098 | $4,343+63.5% | $5,820+22.0% | $4,126+72.0% |
| Admin fee / account holder | $10,594 | $6,780+56.3% | $10,600-0.1% | $5,651+87.5% |