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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 | $196,986 | $91,537+115.2% | $130,045+51.5% | $75,173+162.0% |
| Participation rate | 92.7% | 71.5%+21.2pp | 78.5%+14.2pp | 67.2%+25.5pp |
| Annual return | 14.95% | -631.55%+646.5pp | -137.30%+152.3pp | 160.72%-145.8pp |
| Employer contribution / active EE | $4,006 | $2,845+40.8% | $4,321-7.3% | $2,671+50.0% |
| Participant deferral / active EE | $6,396 | $4,343+47.3% | $5,820+9.9% | $4,126+55.0% |
| Admin fee / account holder | $23,972 | $6,780+253.6% | $10,600+126.1% | $5,651+324.2% |