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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 | $118,635 | $51,638+129.7% | $68,368+73.5% | $82,448+43.9% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 14.22% | 37.53%-23.3pp | 292.57%-278.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $8,372 | $2,047+309.1% | $2,649+216.0% | $2,551+228.2% |
| Participant deferral / active EE | $6,753 | $2,914+131.8% | $4,123+63.8% | $4,139+63.2% |
| Admin fee / account holder | $19,990 | $4,643+330.5% | $5,150+288.2% | $7,234+176.3% |