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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 | $119,562 | $61,815+93.4% | $97,295+22.9% | $80,959+47.7% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.7%+17.8pp | 67.7%+22.8pp |
| Annual return | 15.67% | -558.73%+574.4pp | 75.62%-59.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $6,633 | $1,836+261.2% | $2,723+143.6% | $2,757+140.6% |
| Participant deferral / active EE | $18,737 | $3,027+519.0% | $4,264+339.5% | $4,300+335.7% |
| Admin fee / account holder | $11,310 | $5,166+119.0% | $5,646+100.3% | $6,925+63.3% |