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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 | $244,558 | $91,536+167.2% | $130,062+88.0% | $75,177+225.3% |
| Participation rate | 82.5% | 71.5%+11.0pp | 78.5%+3.9pp | 67.2%+15.3pp |
| Annual return | 16.09% | -631.62%+647.7pp | -137.37%+153.5pp | 160.75%-144.7pp |
| Employer contribution / active EE | $7,529 | $2,845+164.6% | $4,322+74.2% | $2,671+181.9% |
| Participant deferral / active EE | $5,992 | $4,343+38.0% | $5,821+2.9% | $4,126+45.2% |
| Admin fee / account holder | $12,977 | $6,780+91.4% | $10,601+22.4% | $5,651+129.6% |