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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 | $227,358 | $98,766+130.2% | $149,730+51.8% | $79,852+184.7% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $14,972 | $3,217+365.4% | $4,645+222.3% | $2,471+505.9% |
| Participant deferral / active EE | $5,855 | $5,681+3.1% | $6,843-14.4% | $3,740+56.5% |
| Admin fee / account holder | $4,552 | $6,052-24.8% | $9,310-51.1% | $5,306-14.2% |