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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 | $117,677 | $91,537+28.6% | $130,045-9.5% | $75,173+56.5% |
| Participation rate | 83.9% | 71.5%+12.4pp | 78.5%+5.4pp | 67.2%+16.7pp |
| Annual return | 16.71% | -631.55%+648.3pp | -137.30%+154.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $9,436 | $2,845+231.7% | $4,321+118.4% | $2,671+253.3% |
| Participant deferral / active EE | $4,299 | $4,343-1.0% | $5,820-26.1% | $4,126+4.2% |
| Admin fee / account holder | $1,772 | $6,780-73.9% | $10,600-83.3% | $5,651-68.6% |