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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 | $191,955 | $81,358+135.9% | $155,556+23.4% | $80,959+137.1% |
| Participation rate | 86.3% | 66.3%+20.0pp | 78.2%+8.0pp | 67.7%+18.6pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $7,667 | $3,106+146.8% | $4,675+64.0% | $2,757+178.1% |
| Participant deferral / active EE | $4,539 | $3,455+31.4% | $5,631-19.4% | $4,300+5.5% |
| Admin fee / account holder | $696 | $7,994-91.3% | $15,885-95.6% | $6,925-89.9% |