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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 | $195,645 | $124,346+57.3% | $111,306+75.8% | $167,553+16.8% |
| Participation rate | 88.2% | 79.6%+8.6pp | 77.3%+10.9pp | 82.1%+6.1pp |
| Annual return | 12.50% | 37.46%-25.0pp | 54.67%-42.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $6,004 | $3,438+74.7% | $2,732+119.8% | $4,840+24.1% |
| Participant deferral / active EE | $7,005 | $5,182+35.2% | $4,488+56.1% | $6,343+10.5% |
| Admin fee / account holder | $94,143 | $10,623+786.2% | $7,966+1081.8% | $12,316+664.4% |