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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 | $70,289 | $91,536-23.2% | $130,062-46.0% | $75,177-6.5% |
| Participation rate | 96.2% | 71.5%+24.7pp | 78.5%+17.6pp | 67.2%+28.9pp |
| Annual return | 14.43% | -631.62%+646.0pp | -137.37%+151.8pp | 160.75%-146.3pp |
| Employer contribution / active EE | $7,063 | $2,845+148.3% | $4,322+63.4% | $2,671+164.4% |
| Participant deferral / active EE | $14,103 | $4,343+224.7% | $5,821+142.3% | $4,126+241.8% |
| Admin fee / account holder | $25,813 | $6,780+280.8% | $10,601+143.5% | $5,651+356.8% |