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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 | $168,194 | $91,536+83.7% | $130,062+29.3% | $75,177+123.7% |
| Participation rate | 80.4% | 71.5%+8.9pp | 78.5%+1.9pp | 67.2%+13.2pp |
| Annual return | 15.95% | -631.62%+647.6pp | -137.37%+153.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $6,363 | $2,845+123.7% | $4,322+47.2% | $2,671+138.2% |
| Participant deferral / active EE | $9,432 | $4,343+117.2% | $5,821+62.0% | $4,126+128.6% |
| Admin fee / account holder | $8,423 | $6,780+24.2% | $10,601-20.5% | $5,651+49.0% |