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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 | $149,570 | $47,105+217.5% | $68,368+118.8% | $67,986+120.0% |
| Participation rate | 85.3% | 51.8%+33.5pp | 73.8%+11.5pp | 57.2%+28.1pp |
| Annual return | 15.54% | 48.37%-32.8pp | 292.57%-277.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $3,630 | $1,859+95.3% | $2,649+37.0% | $2,019+79.8% |
| Participant deferral / active EE | $6,689 | $2,374+181.8% | $4,123+62.3% | $3,358+99.2% |
| Admin fee / account holder | $15,495 | $2,435+536.4% | $5,150+200.9% | $3,203+383.7% |