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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 | $207,082 | $91,536+126.2% | $130,062+59.2% | $75,177+175.5% |
| Participation rate | 79.4% | 71.5%+8.0pp | 78.5%+0.9pp | 67.2%+12.2pp |
| Annual return | 15.12% | -631.62%+646.7pp | -137.37%+152.5pp | 160.75%-145.6pp |
| Employer contribution / active EE | $3,273 | $2,845+15.0% | $4,322-24.3% | $2,671+22.5% |
| Participant deferral / active EE | $9,757 | $4,343+124.7% | $5,821+67.6% | $4,126+136.5% |
| Admin fee / account holder | $3,881 | $6,780-42.7% | $10,601-63.4% | $5,651-31.3% |