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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 | $126,011 | $88,672+42.1% | $105,223+19.8% | $82,448+52.8% |
| Participation rate | 82.5% | 67.9%+14.6pp | 75.0%+7.5pp | 68.1%+14.4pp |
| Annual return | 15.27% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $6,593 | $3,048+116.3% | $3,689+78.8% | $2,551+158.5% |
| Participant deferral / active EE | $6,044 | $4,036+49.8% | $5,072+19.2% | $4,139+46.0% |
| Admin fee / account holder | $16,503 | $7,146+130.9% | $8,859+86.3% | $7,234+128.1% |