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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 | $122,419 | $77,901+57.1% | $149,717-18.2% | $75,181+62.8% |
| Participation rate | 95.3% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 15.27% | 31.73%-16.5pp | 134.41%-119.1pp | 160.69%-145.4pp |
| Employer contribution / active EE | $14,201 | $3,137+352.6% | $4,820+194.7% | $2,671+431.8% |
| Participant deferral / active EE | $2,386 | $3,411-30.1% | $5,682-58.0% | $4,126-42.2% |
| Admin fee / account holder | $14,561 | $5,949+144.8% | $13,213+10.2% | $5,650+157.7% |