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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 | $123,884 | $91,537+35.3% | $130,045-4.7% | $75,173+64.8% |
| Participation rate | 87.5% | 71.5%+16.0pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 19.47% | -631.55%+651.0pp | -137.30%+156.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $5,060 | $2,845+77.9% | $4,321+17.1% | $2,671+89.5% |
| Participant deferral / active EE | $5,588 | $4,343+28.7% | $5,820-4.0% | $4,126+35.4% |
| Admin fee / account holder | $4,983 | $6,780-26.5% | $10,600-53.0% | $5,651-11.8% |