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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 | $165,988 | $91,536+81.3% | $130,062+27.6% | $75,177+120.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.02% | -631.62%+647.6pp | -137.37%+153.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $6,291 | $2,845+121.1% | $4,322+45.6% | $2,671+135.5% |
| Participant deferral / active EE | $4,657 | $4,343+7.2% | $5,821-20.0% | $4,126+12.9% |
| Admin fee / account holder | $4,004 | $6,780-40.9% | $10,601-62.2% | $5,651-29.2% |