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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 | $139,734 | $105,195+32.8% | $159,450-12.4% | $85,854+62.8% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 16.13% | 45.08%-28.9pp | 263.60%-247.5pp | 318.56%-302.4pp |
| Employer contribution / active EE | $11,758 | $3,319+254.3% | $4,830+143.4% | $2,565+358.4% |
| Participant deferral / active EE | $11,929 | $5,946+100.6% | $7,352+62.2% | $3,952+201.8% |
| Admin fee / account holder | $21,865 | $6,934+215.3% | $10,800+102.5% | $6,260+249.3% |