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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 | $102,393+25.4% | $147,041-12.7% | $80,911+58.7% |
| Participation rate | 70.7% | 75.9%-5.1pp | 82.2%-11.4pp | 67.6%+3.1pp |
| Annual return | 14.02% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $7,882 | $3,715+112.2% | $4,935+59.7% | $2,756+186.0% |
| Participant deferral / active EE | $7,823 | $6,647+17.7% | $8,071-3.1% | $4,297+82.1% |
| Admin fee / account holder | $24,678 | $7,943+210.7% | $13,006+89.7% | $6,935+255.9% |