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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 | $115,857 | $79,223+46.2% | $102,460+13.1% | $74,478+55.6% |
| Participation rate | 89.0% | 74.8%+14.2pp | 76.5%+12.5pp | 67.2%+21.8pp |
| Annual return | 19.08% | 54.98%-35.9pp | 29.47%-10.4pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $13,500 | $2,363+471.3% | $3,025+346.3% | $2,626+414.0% |
| Participant deferral / active EE | $6,303 | $4,417+42.7% | $5,056+24.7% | $4,350+44.9% |
| Admin fee / account holder | $11,148 | $2,003+456.6% | $9,460+17.8% | $1,946+472.9% |