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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 | $125,295 | $53,128+135.8% | $86,582+44.7% | $70,126+78.7% |
| Participation rate | 78.9% | 65.3%+13.6pp | 73.5%+5.4pp | 69.5%+9.4pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $4,336 | $2,068+109.6% | $2,839+52.7% | $2,343+85.1% |
| Participant deferral / active EE | $7,298 | $2,695+170.8% | $3,609+102.2% | $3,332+119.0% |
| Admin fee / account holder | $11,774 | $3,584+228.5% | $4,904+140.1% | $4,645+153.4% |