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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 | $115,371 | $91,536+26.0% | $130,062-11.3% | $75,177+53.5% |
| Participation rate | 88.6% | 71.5%+17.1pp | 78.5%+10.1pp | 67.2%+21.4pp |
| Annual return | 12.93% | -631.62%+644.6pp | -137.37%+150.3pp | 160.75%-147.8pp |
| Employer contribution / active EE | $5,702 | $2,845+100.4% | $4,322+31.9% | $2,671+113.5% |
| Participant deferral / active EE | $8,442 | $4,343+94.4% | $5,821+45.0% | $4,126+104.6% |
| Admin fee / account holder | $16,967 | $6,780+150.3% | $10,601+60.1% | $5,651+200.2% |