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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 | $114,450 | $102,385+11.8% | $147,080-22.2% | $80,935+41.4% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 13.39% | 135.09%-121.7pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $4,082 | $3,717+9.8% | $4,933-17.3% | $2,757+48.1% |
| Participant deferral / active EE | $9,267 | $6,651+39.3% | $8,066+14.9% | $4,299+115.5% |
| Admin fee / account holder | $15,539 | $7,951+95.4% | $12,989+19.6% | $6,924+124.4% |