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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 | $121,179 | $91,525+32.4% | $130,026-6.8% | $75,181+61.2% |
| Participation rate | 91.4% | 71.4%+20.0pp | 78.5%+12.9pp | 67.2%+24.2pp |
| Annual return | 24.46% | -631.40%+655.9pp | -137.26%+161.7pp | 160.69%-136.2pp |
| Employer contribution / active EE | $3,565 | $2,844+25.3% | $4,321-17.5% | $2,671+33.5% |
| Participant deferral / active EE | $10,297 | $4,342+137.1% | $5,821+76.9% | $4,126+149.6% |
| Admin fee / account holder | $18,403 | $6,778+171.5% | $10,608+73.5% | $5,650+225.7% |