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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 | $230,797 | $91,537+152.1% | $130,045+77.5% | $75,173+207.0% |
| Participation rate | 88.0% | 71.5%+16.5pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 17.66% | -631.55%+649.2pp | -137.30%+155.0pp | 160.72%-143.1pp |
| Employer contribution / active EE | $11,602 | $2,845+307.8% | $4,321+168.5% | $2,671+334.4% |
| Participant deferral / active EE | $4,708 | $4,343+8.4% | $5,820-19.1% | $4,126+14.1% |
| Admin fee / account holder | $12,240 | $6,780+80.5% | $10,600+15.5% | $5,651+116.6% |