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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 | $144,403 | $91,537+57.8% | $130,045+11.0% | $75,173+92.1% |
| Participation rate | 86.3% | 71.5%+14.8pp | 78.5%+7.8pp | 67.2%+19.1pp |
| Annual return | 14.07% | -631.55%+645.6pp | -137.30%+151.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $7,781 | $2,845+173.5% | $4,321+80.1% | $2,671+191.3% |
| Participant deferral / active EE | $8,517 | $4,343+96.1% | $5,820+46.4% | $4,126+106.4% |
| Admin fee / account holder | $20,217 | $6,780+198.2% | $10,600+90.7% | $5,651+257.8% |