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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 | $142,071 | $61,816+129.8% | $97,260+46.1% | $80,935+75.5% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.7%+29.3pp |
| Annual return | 12.48% | -558.73%+571.2pp | 75.54%-63.1pp | 35.66%-23.2pp |
| Employer contribution / active EE | $10,988 | $1,836+498.3% | $2,721+303.8% | $2,757+298.6% |
| Participant deferral / active EE | $7,035 | $3,027+132.4% | $4,262+65.1% | $4,299+63.6% |
| Admin fee / account holder | $2,501 | $5,166-51.6% | $5,640-55.7% | $6,924-63.9% |