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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 | $122,409 | $102,429+19.5% | $147,096-16.8% | $80,925+51.3% |
| Participation rate | 89.8% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 16.84% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $6,196 | $3,716+66.8% | $4,936+25.5% | $2,756+124.8% |
| Participant deferral / active EE | $12,335 | $6,649+85.5% | $8,071+52.8% | $4,299+187.0% |
| Admin fee / account holder | $9,450 | $7,957+18.8% | $13,005-27.3% | $6,940+36.2% |