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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 | $138,741 | $154,209-10.0% | $130,062+6.7% | $139,487-0.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 18.49% | 32.52%-14.0pp | -137.37%+155.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $7,841 | $5,292+48.2% | $4,322+81.4% | $4,755+64.9% |
| Participant deferral / active EE | $4,965 | $6,709-26.0% | $5,821-14.7% | $6,713-26.0% |
| Admin fee / account holder | $6,327 | $13,988-54.8% | $10,601-40.3% | $11,407-44.5% |