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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 | $237,336 | $110,801+114.2% | $86,615+174.0% | $167,536+41.7% |
| Participation rate | 94.4% | 75.8%+18.7pp | 71.6%+22.8pp | 82.1%+12.3pp |
| Annual return | 9.48% | 116.96%-107.5pp | 63.51%-54.0pp | 478.82%-469.3pp |
| Employer contribution / active EE | $2,771 | $3,245-14.6% | $2,496+11.0% | $4,839-42.7% |
| Participant deferral / active EE | $11,620 | $4,547+155.6% | $3,699+214.1% | $6,342+83.2% |
| Admin fee / account holder | $17,774 | $8,417+111.2% | $5,830+204.9% | $12,315+44.3% |