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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 | $102,385+16.8% | $147,080-18.7% | $80,935+47.8% |
| Participation rate | 83.6% | 75.9%+7.7pp | 82.2%+1.4pp | 67.7%+15.9pp |
| Annual return | 13.26% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $5,450 | $3,717+46.6% | $4,933+10.5% | $2,757+97.7% |
| Participant deferral / active EE | $14,682 | $6,651+120.8% | $8,066+82.0% | $4,299+241.5% |
| Admin fee / account holder | $13,099 | $7,951+64.7% | $12,989+0.9% | $6,924+89.2% |