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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 | $217,878 | $91,537+138.0% | $130,045+67.5% | $75,173+189.8% |
| Participation rate | 85.6% | 71.5%+14.1pp | 78.5%+7.1pp | 67.2%+18.4pp |
| Annual return | 15.52% | -631.55%+647.1pp | -137.30%+152.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $6,078 | $2,845+113.7% | $4,321+40.7% | $2,671+127.6% |
| Participant deferral / active EE | $4,480 | $4,343+3.2% | $5,820-23.0% | $4,126+8.6% |
| Admin fee / account holder | $26,394 | $6,780+289.3% | $10,600+149.0% | $5,651+367.1% |