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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 | $215,761 | $91,525+135.7% | $130,026+65.9% | $75,181+187.0% |
| Participation rate | 95.6% | 71.4%+24.1pp | 78.5%+17.1pp | 67.2%+28.4pp |
| Annual return | 17.88% | -631.40%+649.3pp | -137.26%+155.1pp | 160.69%-142.8pp |
| Employer contribution / active EE | $3,615 | $2,844+27.1% | $4,321-16.3% | $2,671+35.4% |
| Participant deferral / active EE | $8,295 | $4,342+91.0% | $5,821+42.5% | $4,126+101.1% |
| Admin fee / account holder | $16,161 | $6,778+138.4% | $10,608+52.3% | $5,650+186.0% |