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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 | $120,936 | $105,200+15.0% | $159,474-24.2% | $85,847+40.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.67% | 45.08%-32.4pp | 263.68%-251.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $6,884 | $3,319+107.4% | $4,831+42.5% | $2,565+168.4% |
| Participant deferral / active EE | $5,158 | $5,946-13.3% | $7,353-29.9% | $3,952+30.5% |
| Admin fee / account holder | $29,966 | $6,934+332.1% | $10,802+177.4% | $6,261+378.6% |