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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 | $79,181+46.3% | $102,423+13.1% | $74,429+55.7% |
| Participation rate | 89.0% | 74.8%+14.2pp | 76.5%+12.5pp | 67.2%+21.8pp |
| Annual return | 19.08% | 54.97%-35.9pp | 29.42%-10.3pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $13,500 | $2,362+471.6% | $3,023+346.6% | $2,625+414.3% |
| Participant deferral / active EE | $6,303 | $4,416+42.7% | $5,054+24.7% | $4,348+45.0% |
| Admin fee / account holder | $11,148 | $2,002+456.9% | $9,455+17.9% | $1,944+473.4% |