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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 | $100,134 | $91,536+9.4% | $130,062-23.0% | $75,177+33.2% |
| Participation rate | 98.8% | 71.5%+27.3pp | 78.5%+20.3pp | 67.2%+31.6pp |
| Annual return | 14.84% | -631.62%+646.5pp | -137.37%+152.2pp | 160.75%-145.9pp |
| Employer contribution / active EE | $6,117 | $2,845+115.0% | $4,322+41.5% | $2,671+129.0% |
| Participant deferral / active EE | $5,165 | $4,343+18.9% | $5,821-11.3% | $4,126+25.2% |
| Admin fee / account holder | $20,988 | $6,780+209.6% | $10,601+98.0% | $5,651+271.4% |