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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 | $198,421 | $91,537+116.8% | $130,045+52.6% | $75,173+164.0% |
| Participation rate | 83.9% | 71.5%+12.4pp | 78.5%+5.4pp | 67.2%+16.7pp |
| Annual return | 24.17% | -631.55%+655.7pp | -137.30%+161.5pp | 160.72%-136.6pp |
| Employer contribution / active EE | $13,354 | $2,845+369.4% | $4,321+209.0% | $2,671+400.0% |
| Participant deferral / active EE | $2,847 | $4,343-34.4% | $5,820-51.1% | $4,126-31.0% |
| Admin fee / account holder | $4,438 | $6,780-34.5% | $10,600-58.1% | $5,651-21.5% |