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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 | $140,631 | $115,810+21.4% | $101,271+38.9% | $158,966-11.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 11.97% | 56.15%-44.2pp | 46.48%-34.5pp | 302.95%-291.0pp |
| Employer contribution / active EE | $11,285 | $4,175+170.3% | $3,660+208.3% | $4,762+137.0% |
| Participant deferral / active EE | $10,392 | $4,958+109.6% | $4,371+137.8% | $5,983+73.7% |
| Admin fee / account holder | $10,409 | $7,248+43.6% | $5,948+75.0% | $11,250-7.5% |