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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 | $73,421+160.0% | $66,439+187.3% | $155,188+23.0% |
| Participation rate | 88.9% | 79.7%+9.2pp | 74.5%+14.4pp | 80.8%+8.1pp |
| Annual return | 14.21% | 1382.37%-1368.2pp | 757.66%-743.5pp | 148.84%-134.6pp |
| Employer contribution / active EE | $6,695 | $3,039+120.3% | $2,637+153.9% | $4,248+57.6% |
| Participant deferral / active EE | $6,168 | $4,680+31.8% | $3,876+59.1% | $6,531-5.6% |
| Admin fee / account holder | $3,425 | $8,856-61.3% | $6,173-44.5% | $14,480-76.3% |