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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 | $131,367 | $91,536+43.5% | $130,062+1.0% | $75,177+74.7% |
| Participation rate | 95.3% | 71.5%+23.9pp | 78.5%+16.8pp | 67.2%+28.1pp |
| Annual return | 17.09% | -631.62%+648.7pp | -137.37%+154.5pp | 160.75%-143.7pp |
| Employer contribution / active EE | $5,788 | $2,845+103.4% | $4,322+33.9% | $2,671+116.7% |
| Participant deferral / active EE | $5,657 | $4,343+30.3% | $5,821-2.8% | $4,126+37.1% |
| Admin fee / account holder | $5,013 | $6,780-26.1% | $10,601-52.7% | $5,651-11.3% |