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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 | $81,276+136.2% | $155,574+23.4% | $80,925+137.2% |
| Participation rate | 86.3% | 66.2%+20.0pp | 78.2%+8.1pp | 67.7%+18.6pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $7,667 | $3,103+147.1% | $4,676+64.0% | $2,756+178.2% |
| Participant deferral / active EE | $4,539 | $3,453+31.5% | $5,629-19.4% | $4,299+5.6% |
| Admin fee / account holder | $696 | $7,993-91.3% | $15,914-95.6% | $6,940-90.0% |