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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 | $230,011 | $94,529+143.3% | $140,019+64.3% | $64,173+258.4% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -6.43% | 7.77%-14.2pp | 651.17%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $17,241 | $3,812+352.2% | $5,605+207.6% | $2,381+624.2% |
| Participant deferral / active EE | $12,327 | $5,250+134.8% | $6,927+78.0% | $3,470+255.3% |
| Admin fee / account holder | $13,086 | $6,741+94.1% | $10,705+22.2% | $4,887+167.7% |