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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 | $134,290 | $91,536+46.7% | $130,062+3.3% | $75,177+78.6% |
| Participation rate | 81.0% | 71.5%+9.5pp | 78.5%+2.4pp | 67.2%+13.7pp |
| Annual return | 16.41% | -631.62%+648.0pp | -137.37%+153.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $4,402 | $2,845+54.7% | $4,322+1.8% | $2,671+64.8% |
| Participant deferral / active EE | $8,604 | $4,343+98.1% | $5,821+47.8% | $4,126+108.5% |
| Admin fee / account holder | $1,471 | $6,780-78.3% | $10,601-86.1% | $5,651-74.0% |