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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 | $187,234 | $150,435+24.5% | $120,580+55.3% | $145,897+28.3% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 13.06% | 154.60%-141.5pp | 107.48%-94.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $9,834 | $4,352+126.0% | $3,469+183.5% | $4,663+110.9% |
| Participant deferral / active EE | $4,600 | $6,174-25.5% | $4,995-7.9% | $6,689-31.2% |
| Admin fee / account holder | $48,048 | $12,182+294.4% | $9,418+410.2% | $13,390+258.8% |