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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 | $202,506 | $110,093+83.9% | $97,295+108.1% | $145,897+38.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 15.60% | 244.76%-229.2pp | 75.62%-60.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $7,500 | $3,077+143.7% | $2,723+175.4% | $4,663+60.9% |
| Participant deferral / active EE | $11,581 | $4,678+147.6% | $4,264+171.6% | $6,689+73.1% |
| Admin fee / account holder | $1,624 | $6,212-73.9% | $5,646-71.2% | $13,390-87.9% |