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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 | $120,470 | $108,882+10.6% | $96,754+24.5% | $154,746-22.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 70.3%+21.4pp | 80.7%+11.0pp |
| Annual return | 13.02% | 98.39%-85.4pp | 82.04%-69.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $5,561 | $3,018+84.2% | $2,679+107.6% | $4,379+27.0% |
| Participant deferral / active EE | $4,257 | $5,323-20.0% | $4,758-10.5% | $6,730-36.7% |
| Admin fee / account holder | $39,358 | $10,200+285.8% | $8,905+342.0% | $14,365+174.0% |