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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 | $190,898 | $70,121+172.2% | $63,803+199.2% | $138,895+37.4% |
| Participation rate | 88.9% | 77.2%+11.7pp | 72.7%+16.2pp | 79.9%+9.0pp |
| Annual return | 14.21% | 946.48%-932.3pp | 543.72%-529.5pp | 145.39%-131.2pp |
| Employer contribution / active EE | $6,695 | $2,882+132.3% | $2,532+164.4% | $4,194+59.6% |
| Participant deferral / active EE | $6,168 | $4,535+36.0% | $3,843+60.5% | $6,396-3.6% |
| Admin fee / account holder | $3,425 | $6,738-49.2% | $5,196-34.1% | $12,562-72.7% |