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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 | $131,925 | $91,525+44.1% | $130,026+1.5% | $75,181+75.5% |
| Participation rate | 72.2% | 71.4%+0.7pp | 78.5%-6.3pp | 67.2%+5.0pp |
| Annual return | 17.19% | -631.40%+648.6pp | -137.26%+154.5pp | 160.69%-143.5pp |
| Employer contribution / active EE | $5,423 | $2,844+90.7% | $4,321+25.5% | $2,671+103.1% |
| Participant deferral / active EE | $8,007 | $4,342+84.4% | $5,821+37.6% | $4,126+94.1% |
| Admin fee / account holder | $7,029 | $6,778+3.7% | $10,608-33.7% | $5,650+24.4% |