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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 | $130,624 | $91,536+42.7% | $130,062+0.4% | $75,177+73.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.32% | -631.62%+648.9pp | -137.37%+154.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,640 | $2,845+27.9% | $4,322-15.8% | $2,671+36.3% |
| Participant deferral / active EE | $6,095 | $4,343+40.3% | $5,821+4.7% | $4,126+47.7% |
| Admin fee / account holder | $10,827 | $6,780+59.7% | $10,601+2.1% | $5,651+91.6% |