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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 | $134,128 | $91,537+46.5% | $130,045+3.1% | $75,173+78.4% |
| Participation rate | 97.0% | 71.5%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 16.78% | -631.55%+648.3pp | -137.30%+154.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $4,955 | $2,845+74.2% | $4,321+14.7% | $2,671+85.5% |
| Participant deferral / active EE | $7,947 | $4,343+83.0% | $5,820+36.5% | $4,126+92.6% |
| Admin fee / account holder | $17,797 | $6,780+162.5% | $10,600+67.9% | $5,651+215.0% |