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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 | $119,595 | $102,429+16.8% | $147,096-18.7% | $80,925+47.8% |
| Participation rate | 83.6% | 75.9%+7.7pp | 82.2%+1.4pp | 67.7%+15.9pp |
| Annual return | 13.26% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,450 | $3,716+46.7% | $4,936+10.4% | $2,756+97.7% |
| Participant deferral / active EE | $14,682 | $6,649+120.8% | $8,071+81.9% | $4,299+241.5% |
| Admin fee / account holder | $13,099 | $7,957+64.6% | $13,005+0.7% | $6,940+88.7% |