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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 | $197,943 | $91,536+116.2% | $130,062+52.2% | $75,177+163.3% |
| Participation rate | 96.7% | 71.5%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 15.71% | -631.62%+647.3pp | -137.37%+153.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $5,316 | $2,845+86.9% | $4,322+23.0% | $2,671+99.0% |
| Participant deferral / active EE | $12,858 | $4,343+196.0% | $5,821+120.9% | $4,126+211.6% |
| Admin fee / account holder | $12,482 | $6,780+84.1% | $10,601+17.8% | $5,651+120.9% |