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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 | $102,393+16.7% | $147,041-18.8% | $80,911+47.6% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 14.21% | 134.95%-120.7pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $14,700 | $3,715+295.7% | $4,935+197.9% | $2,756+433.4% |
| Participant deferral / active EE | $4,847 | $6,647-27.1% | $8,071-39.9% | $4,297+12.8% |
| Admin fee / account holder | $10,661 | $7,943+34.2% | $13,006-18.0% | $6,935+53.7% |