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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 | $76,368+150.0% | $67,681+182.1% | $154,746+23.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 73.7%+15.2pp | 80.7%+8.2pp |
| Annual return | 14.21% | 1066.77%-1052.6pp | 590.58%-576.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $6,695 | $3,151+112.4% | $2,678+150.0% | $4,379+52.9% |
| Participant deferral / active EE | $6,168 | $4,824+27.9% | $3,976+55.1% | $6,730-8.4% |
| Admin fee / account holder | $3,425 | $8,559-60.0% | $6,100-43.8% | $14,365-76.2% |