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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 | $125,101 | $98,766+26.7% | $149,730-16.4% | $79,852+56.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 13.03% | 27.43%-14.4pp | 276.70%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $12,754 | $3,217+296.5% | $4,645+174.6% | $2,471+416.1% |
| Participant deferral / active EE | $8,751 | $5,681+54.0% | $6,843+27.9% | $3,740+134.0% |
| Admin fee / account holder | $46,739 | $6,052+672.3% | $9,310+402.0% | $5,306+780.8% |