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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 | $128,532 | $91,536+40.4% | $130,062-1.2% | $75,177+71.0% |
| Participation rate | 76.7% | 71.5%+5.3pp | 78.5%-1.8pp | 67.2%+9.5pp |
| Annual return | 14.78% | -631.62%+646.4pp | -137.37%+152.1pp | 160.75%-146.0pp |
| Employer contribution / active EE | $3,052 | $2,845+7.3% | $4,322-29.4% | $2,671+14.3% |
| Participant deferral / active EE | $7,829 | $4,343+80.3% | $5,821+34.5% | $4,126+89.7% |
| Admin fee / account holder | $8,520 | $6,780+25.7% | $10,601-19.6% | $5,651+50.8% |