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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 | $180,323 | $91,537+97.0% | $130,045+38.7% | $75,173+139.9% |
| Participation rate | 97.4% | 71.5%+25.9pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 15.06% | -631.55%+646.6pp | -137.30%+152.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $3,255 | $2,845+14.4% | $4,321-24.7% | $2,671+21.9% |
| Participant deferral / active EE | $11,254 | $4,343+159.1% | $5,820+93.4% | $4,126+172.7% |
| Admin fee / account holder | $4,563 | $6,780-32.7% | $10,600-57.0% | $5,651-19.2% |