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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 | $170,932 | $91,537+86.7% | $130,045+31.4% | $75,173+127.4% |
| Participation rate | 97.3% | 71.5%+25.8pp | 78.5%+18.8pp | 67.2%+30.1pp |
| Annual return | 14.46% | -631.55%+646.0pp | -137.30%+151.8pp | 160.72%-146.3pp |
| Employer contribution / active EE | $7,742 | $2,845+172.1% | $4,321+79.2% | $2,671+189.9% |
| Participant deferral / active EE | $6,507 | $4,343+49.8% | $5,820+11.8% | $4,126+57.7% |
| Admin fee / account holder | $3,015 | $6,780-55.5% | $10,600-71.6% | $5,651-46.6% |