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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 | $208,416 | $91,536+127.7% | $130,062+60.2% | $75,177+177.2% |
| Participation rate | 77.4% | 71.5%+6.0pp | 78.5%-1.1pp | 67.2%+10.2pp |
| Annual return | 17.30% | -631.62%+648.9pp | -137.37%+154.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,564 | $2,845+25.3% | $4,322-17.5% | $2,671+33.4% |
| Participant deferral / active EE | $7,058 | $4,343+62.5% | $5,821+21.3% | $4,126+71.0% |
| Admin fee / account holder | $22,619 | $6,780+233.6% | $10,601+113.4% | $5,651+300.2% |