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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 | $119,355 | $63,346+88.4% | $92,240+29.4% | $70,126+70.2% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 21.64% | 530.19%-508.6pp | 176.29%-154.7pp | 73.15%-51.5pp |
| Employer contribution / active EE | $8,059 | $2,471+226.1% | $3,680+119.0% | $2,343+244.0% |
| Participant deferral / active EE | $3,190 | $2,854+11.8% | $3,897-18.1% | $3,332-4.3% |
| Admin fee / account holder | $3,932 | $3,841+2.4% | $5,194-24.3% | $4,645-15.4% |