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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 | $116,971 | $69,248+68.9% | $64,101+82.5% | $139,466-16.1% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 31.44% | 45.95%-14.5pp | 33.72%-2.3pp | 373.66%-342.2pp |
| Employer contribution / active EE | $12,761 | $3,185+300.7% | $2,749+364.3% | $4,754+168.4% |
| Participant deferral / active EE | $9,028 | $4,682+92.8% | $3,881+132.6% | $6,712+34.5% |
| Admin fee / account holder | $1,215 | $4,247-71.4% | $3,070-60.4% | $11,409-89.4% |