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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 | $89,343 | $70,666+26.4% | $169,385-47.3% | $75,181+18.8% |
| Participation rate | 88.9% | 64.8%+24.1pp | 77.2%+11.7pp | 67.2%+21.7pp |
| Annual return | 29.64% | 36.37%-6.7pp | 405.82%-376.2pp | 160.69%-131.0pp |
| Employer contribution / active EE | $7,261 | $2,210+228.5% | $4,012+81.0% | $2,671+171.9% |
| Participant deferral / active EE | $12,726 | $4,308+195.4% | $6,221+104.6% | $4,126+208.4% |
| Admin fee / account holder | $3,209 | $5,402-40.6% | $9,011-64.4% | $5,650-43.2% |