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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 | $110,056 | $102,422+7.5% | $147,117-25.2% | $80,959+35.9% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 12.99% | 135.16%-122.2pp | 420.54%-407.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $5,993 | $3,717+61.2% | $4,932+21.5% | $2,757+117.4% |
| Participant deferral / active EE | $2,698 | $6,652-59.4% | $8,065-66.6% | $4,300-37.3% |
| Admin fee / account holder | $21,409 | $7,953+169.2% | $12,993+64.8% | $6,925+209.1% |