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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 | $101,072 | $77,908+29.7% | $149,696-32.5% | $75,173+34.5% |
| Participation rate | 84.8% | 65.6%+19.3pp | 78.8%+6.1pp | 67.2%+17.6pp |
| Annual return | 15.81% | 31.73%-15.9pp | 134.46%-118.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $7,338 | $3,138+133.9% | $4,821+52.2% | $2,671+174.7% |
| Participant deferral / active EE | $4,657 | $3,411+36.5% | $5,682-18.0% | $4,126+12.9% |
| Admin fee / account holder | $29,147 | $5,950+389.9% | $13,212+120.6% | $5,651+415.8% |