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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 | $142,214 | $91,537+55.4% | $130,045+9.4% | $75,173+89.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 32.26% | -631.55%+663.8pp | -137.30%+169.6pp | 160.72%-128.5pp |
| Employer contribution / active EE | $7,222 | $2,845+153.9% | $4,321+67.1% | $2,671+170.4% |
| Participant deferral / active EE | $6,621 | $4,343+52.5% | $5,820+13.8% | $4,126+60.5% |
| Admin fee / account holder | $6,965 | $6,780+2.7% | $10,600-34.3% | $5,651+23.3% |