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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 | $168,544 | $108,212+55.8% | $77,513+117.4% | $158,966+6.0% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 6.76% | 31.67%-24.9pp | 54.81%-48.0pp | 302.95%-296.2pp |
| Employer contribution / active EE | $1,753 | $1,325+32.3% | $987+77.7% | $4,762-63.2% |
| Participant deferral / active EE | $9,385 | $2,455+282.2% | $1,861+404.3% | $5,983+56.9% |
| Admin fee / account holder | $18,455 | $3,709+397.6% | $2,859+545.5% | $11,250+64.0% |