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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 | $126,998 | $91,536+38.7% | $130,062-2.4% | $75,177+68.9% |
| Participation rate | 97.1% | 71.5%+25.6pp | 78.5%+18.6pp | 67.2%+29.9pp |
| Annual return | 15.04% | -631.62%+646.7pp | -137.37%+152.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $8,082 | $2,845+184.1% | $4,322+87.0% | $2,671+202.6% |
| Participant deferral / active EE | $6,057 | $4,343+39.5% | $5,821+4.1% | $4,126+46.8% |
| Admin fee / account holder | $29,766 | $6,780+339.1% | $10,601+180.8% | $5,651+426.7% |