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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 | $139,930 | $91,525+52.9% | $130,026+7.6% | $75,181+86.1% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 23.51% | -631.40%+654.9pp | -137.26%+160.8pp | 160.69%-137.2pp |
| Employer contribution / active EE | $2,633 | $2,844-7.4% | $4,321-39.1% | $2,671-1.4% |
| Participant deferral / active EE | $6,595 | $4,342+51.9% | $5,821+13.3% | $4,126+59.8% |
| Admin fee / account holder | $8,440 | $6,778+24.5% | $10,608-20.4% | $5,650+49.4% |