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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 | $124,351 | $95,580+30.1% | $76,872+61.8% | $139,466-10.8% |
| Participation rate | 86.4% | 74.0%+12.4pp | 69.6%+16.8pp | 80.3%+6.0pp |
| Annual return | 15.26% | 55.00%-39.7pp | 37.90%-22.6pp | 373.66%-358.4pp |
| Employer contribution / active EE | $7,128 | $3,145+126.6% | $2,533+181.4% | $4,754+49.9% |
| Participant deferral / active EE | $5,676 | $4,623+22.8% | $3,832+48.1% | $6,712-15.4% |
| Admin fee / account holder | $21,916 | $8,302+164.0% | $5,476+300.2% | $11,409+92.1% |