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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 | $143,702 | $105,210+36.6% | $159,487-9.9% | $85,851+67.4% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 14.36% | 45.08%-30.7pp | 263.71%-249.3pp | 318.63%-304.3pp |
| Employer contribution / active EE | $5,717 | $3,319+72.3% | $4,831+18.3% | $2,565+122.9% |
| Participant deferral / active EE | $8,754 | $5,946+47.2% | $7,354+19.0% | $3,952+121.5% |
| Admin fee / account holder | $18,677 | $6,934+169.3% | $10,804+72.9% | $6,261+198.3% |