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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 | $118,743 | $91,525+29.7% | $130,026-8.7% | $75,181+57.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.58% | -631.40%+653.0pp | -137.26%+158.8pp | 160.69%-139.1pp |
| Employer contribution / active EE | $5,952 | $2,844+109.3% | $4,321+37.7% | $2,671+122.9% |
| Participant deferral / active EE | $9,330 | $4,342+114.9% | $5,821+60.3% | $4,126+126.1% |
| Admin fee / account holder | $20,336 | $6,778+200.0% | $10,608+91.7% | $5,650+259.9% |