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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 | $128,708 | $89,370+44.0% | $141,197-8.8% | $72,976+76.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 19.95% | 111.88%-91.9pp | 71.41%-51.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $8,082 | $3,115+159.5% | $4,736+70.7% | $2,440+231.2% |
| Participant deferral / active EE | $8,881 | $5,419+63.9% | $6,710+32.3% | $3,608+146.2% |
| Admin fee / account holder | $33,347 | $5,957+459.8% | $10,265+224.9% | $5,124+550.8% |