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 | $95,640+30.0% | $76,891+61.7% | $139,500-10.9% |
| Participation rate | 86.4% | 74.0%+12.4pp | 69.6%+16.8pp | 80.3%+6.0pp |
| Annual return | 15.26% | 55.03%-39.8pp | 37.91%-22.6pp | 373.99%-358.7pp |
| Employer contribution / active EE | $7,128 | $3,146+126.6% | $2,534+181.3% | $4,755+49.9% |
| Participant deferral / active EE | $5,676 | $4,625+22.7% | $3,833+48.1% | $6,713-15.5% |
| Admin fee / account holder | $21,916 | $8,329+163.1% | $5,488+299.4% | $11,410+92.1% |