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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 | $126,873 | $51,638+145.7% | $68,368+85.6% | $82,448+53.9% |
| Participation rate | 88.4% | 63.6%+24.8pp | 73.8%+14.6pp | 68.1%+20.3pp |
| Annual return | 17.44% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $7,337 | $2,047+258.5% | $2,649+177.0% | $2,551+187.6% |
| Participant deferral / active EE | $12,073 | $2,914+314.4% | $4,123+192.8% | $4,139+191.7% |
| Admin fee / account holder | $14,233 | $4,643+206.5% | $5,150+176.4% | $7,234+96.7% |