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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 | $113,643 | $91,537+24.2% | $130,045-12.6% | $75,173+51.2% |
| Participation rate | 92.2% | 71.5%+20.7pp | 78.5%+13.7pp | 67.2%+25.0pp |
| Annual return | 14.52% | -631.55%+646.1pp | -137.30%+151.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $4,412 | $2,845+55.1% | $4,321+2.1% | $2,671+65.2% |
| Participant deferral / active EE | $6,246 | $4,343+43.8% | $5,820+7.3% | $4,126+51.4% |
| Admin fee / account holder | $27,696 | $6,780+308.5% | $10,600+161.3% | $5,651+390.1% |