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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 | $137,235 | $51,638+165.8% | $68,368+100.7% | $82,448+66.5% |
| Participation rate | 91.2% | 63.6%+27.6pp | 73.8%+17.4pp | 68.1%+23.1pp |
| Annual return | 16.78% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $6,033 | $2,047+194.8% | $2,649+127.7% | $2,551+136.5% |
| Participant deferral / active EE | $8,777 | $2,914+201.2% | $4,123+112.9% | $4,139+112.0% |
| Admin fee / account holder | $12,178 | $4,643+162.3% | $5,150+136.5% | $7,234+68.3% |