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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 | $192,402 | $91,536+110.2% | $130,062+47.9% | $75,177+155.9% |
| Participation rate | 78.0% | 71.5%+6.5pp | 78.5%-0.5pp | 67.2%+10.8pp |
| Annual return | 17.66% | -631.62%+649.3pp | -137.37%+155.0pp | 160.75%-143.1pp |
| Employer contribution / active EE | $11,425 | $2,845+301.6% | $4,322+164.3% | $2,671+327.7% |
| Participant deferral / active EE | $6,763 | $4,343+55.7% | $5,821+16.2% | $4,126+63.9% |
| Admin fee / account holder | $33,001 | $6,780+386.8% | $10,601+211.3% | $5,651+484.0% |