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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 | $124,037 | $102,393+21.1% | $147,041-15.6% | $80,911+53.3% |
| Participation rate | 86.5% | 75.9%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 18.19% | 134.95%-116.8pp | 419.21%-401.0pp | 35.63%-17.4pp |
| Employer contribution / active EE | $4,780 | $3,715+28.7% | $4,935-3.1% | $2,756+73.4% |
| Participant deferral / active EE | $10,613 | $6,647+59.7% | $8,071+31.5% | $4,297+147.0% |
| Admin fee / account holder | $11,564 | $7,943+45.6% | $13,006-11.1% | $6,935+66.8% |