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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 | $236,950 | $91,536+158.9% | $130,062+82.2% | $75,177+215.2% |
| Participation rate | 93.9% | 71.5%+22.5pp | 78.5%+15.4pp | 67.2%+26.7pp |
| Annual return | 15.93% | -631.62%+647.5pp | -137.37%+153.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $4,046 | $2,845+42.2% | $4,322-6.4% | $2,671+51.5% |
| Participant deferral / active EE | $6,361 | $4,343+46.5% | $5,821+9.3% | $4,126+54.2% |
| Admin fee / account holder | $11,303 | $6,780+66.7% | $10,601+6.6% | $5,651+100.0% |