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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 | $45,900+225.9% | $94,057+59.0% | $64,340+132.5% |
| Participation rate | 85.3% | 50.6%+34.7pp | 73.3%+12.0pp | 55.2%+30.0pp |
| Annual return | 15.54% | 50.47%-34.9pp | 480.62%-465.1pp | 24.14%-8.6pp |
| Employer contribution / active EE | $3,630 | $1,612+125.2% | $2,933+23.7% | $1,862+95.0% |
| Participant deferral / active EE | $6,689 | $2,102+218.2% | $4,709+42.0% | $2,980+124.5% |
| Admin fee / account holder | $15,495 | $3,143+393.0% | $7,244+113.9% | $3,703+318.5% |