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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 | $120,752 | $91,537+31.9% | $130,045-7.1% | $75,173+60.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.58% | -631.55%+647.1pp | -137.30%+152.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $3,121 | $2,845+9.7% | $4,321-27.8% | $2,671+16.9% |
| Participant deferral / active EE | $7,057 | $4,343+62.5% | $5,820+21.3% | $4,126+71.0% |
| Admin fee / account holder | $19,041 | $6,780+180.9% | $10,600+79.6% | $5,651+237.0% |