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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 | $117,874 | $70,684+66.8% | $169,390-30.4% | $75,173+56.8% |
| Participation rate | 80.4% | 64.8%+15.6pp | 77.2%+3.3pp | 67.2%+13.2pp |
| Annual return | 17.62% | 36.38%-18.8pp | 406.07%-388.5pp | 160.72%-143.1pp |
| Employer contribution / active EE | $4,031 | $2,211+82.3% | $4,013+0.5% | $2,671+50.9% |
| Participant deferral / active EE | $10,172 | $4,310+136.0% | $6,222+63.5% | $4,126+146.5% |
| Admin fee / account holder | $17,650 | $5,404+226.6% | $9,015+95.8% | $5,651+212.4% |