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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 | $212,229 | $101,063+110.0% | $81,473+160.5% | $147,586+43.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 14.47% | 32.41%-17.9pp | 38.78%-24.3pp | 578.59%-564.1pp |
| Employer contribution / active EE | $4,673 | $3,206+45.8% | $2,568+82.0% | $4,876-4.2% |
| Participant deferral / active EE | $11,148 | $4,242+162.8% | $3,537+215.2% | $5,439+105.0% |
| Admin fee / account holder | $49,594 | $5,812+753.2% | $4,561+987.3% | $10,886+355.6% |