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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 | $138,631 | $105,200+31.8% | $159,474-13.1% | $85,847+61.5% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | 16.29% | 45.08%-28.8pp | 263.68%-247.4pp | 318.61%-302.3pp |
| Employer contribution / active EE | $12,965 | $3,319+290.6% | $4,831+168.4% | $2,565+405.4% |
| Participant deferral / active EE | $14,751 | $5,946+148.1% | $7,353+100.6% | $3,952+273.2% |
| Admin fee / account holder | $17,982 | $6,934+159.3% | $10,802+66.5% | $6,261+187.2% |