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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 | $119,453 | $102,385+16.7% | $147,080-18.8% | $80,935+47.6% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 14.21% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $14,700 | $3,717+295.5% | $4,933+198.0% | $2,757+433.3% |
| Participant deferral / active EE | $4,847 | $6,651-27.1% | $8,066-39.9% | $4,299+12.7% |
| Admin fee / account holder | $10,661 | $7,951+34.1% | $12,989-17.9% | $6,924+54.0% |