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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 | $176,631 | $91,525+93.0% | $130,026+35.8% | $75,181+134.9% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 13.82% | -631.40%+645.2pp | -137.26%+151.1pp | 160.69%-146.9pp |
| Employer contribution / active EE | $7,214 | $2,844+153.7% | $4,321+66.9% | $2,671+170.1% |
| Participant deferral / active EE | $5,738 | $4,342+32.1% | $5,821-1.4% | $4,126+39.1% |
| Admin fee / account holder | $28,261 | $6,778+316.9% | $10,608+166.4% | $5,650+400.2% |