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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 | $136,511 | $91,525+49.2% | $130,026+5.0% | $75,181+81.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.87% | -631.40%+648.3pp | -137.26%+154.1pp | 160.69%-143.8pp |
| Employer contribution / active EE | $15,314 | $2,844+438.5% | $4,321+254.4% | $2,671+473.4% |
| Participant deferral / active EE | $9,254 | $4,342+113.1% | $5,821+59.0% | $4,126+124.3% |
| Admin fee / account holder | $14,343 | $6,778+111.6% | $10,608+35.2% | $5,650+153.9% |