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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 | $91,525+138.1% | $130,026+67.6% | $75,181+189.8% |
| Participation rate | 85.6% | 71.4%+14.1pp | 78.5%+7.1pp | 67.2%+18.4pp |
| Annual return | 15.52% | -631.40%+646.9pp | -137.26%+152.8pp | 160.69%-145.2pp |
| Employer contribution / active EE | $6,078 | $2,844+113.7% | $4,321+40.7% | $2,671+127.6% |
| Participant deferral / active EE | $4,480 | $4,342+3.2% | $5,821-23.0% | $4,126+8.6% |
| Admin fee / account holder | $26,394 | $6,778+289.4% | $10,608+148.8% | $5,650+367.2% |