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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 | $128,401 | $102,422+25.4% | $147,117-12.7% | $80,959+58.6% |
| Participation rate | 70.7% | 75.9%-5.1pp | 82.2%-11.5pp | 67.7%+3.1pp |
| Annual return | 14.02% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $7,882 | $3,717+112.0% | $4,932+59.8% | $2,757+185.9% |
| Participant deferral / active EE | $7,823 | $6,652+17.6% | $8,065-3.0% | $4,300+81.9% |
| Admin fee / account holder | $24,678 | $7,953+210.3% | $12,993+89.9% | $6,925+256.3% |