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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 | $49,976+153.9% | $66,674+90.3% | $82,637+53.5% |
| Participation rate | 88.4% | 63.1%+25.3pp | 73.7%+14.7pp | 68.1%+20.3pp |
| Annual return | 17.44% | 39.09%-21.7pp | 321.24%-303.8pp | 53.51%-36.1pp |
| Employer contribution / active EE | $7,337 | $1,988+269.0% | $2,620+180.0% | $2,552+187.5% |
| Participant deferral / active EE | $12,073 | $2,847+324.1% | $4,084+195.6% | $4,126+192.6% |
| Admin fee / account holder | $14,233 | $4,594+209.8% | $5,098+179.2% | $7,339+93.9% |