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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 | $123,847 | $81,632+51.7% | $70,455+75.8% | $158,931-22.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.84% | 208.48%-199.6pp | 109.06%-100.2pp | 302.86%-294.0pp |
| Employer contribution / active EE | $9,001 | $3,217+179.8% | $2,737+228.9% | $4,761+89.0% |
| Participant deferral / active EE | $7,644 | $4,554+67.9% | $3,709+106.1% | $5,982+27.8% |
| Admin fee / account holder | $15,701 | $6,193+153.6% | $3,845+308.3% | $11,247+39.6% |