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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 | $239,602 | $91,536+161.8% | $130,062+84.2% | $75,177+218.7% |
| Participation rate | 84.0% | 71.5%+12.5pp | 78.5%+5.5pp | 67.2%+16.8pp |
| Annual return | 15.73% | -631.62%+647.4pp | -137.37%+153.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $3,924 | $2,845+37.9% | $4,322-9.2% | $2,671+46.9% |
| Participant deferral / active EE | $9,333 | $4,343+114.9% | $5,821+60.3% | $4,126+126.2% |
| Admin fee / account holder | $5,318 | $6,780-21.6% | $10,601-49.8% | $5,651-5.9% |