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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 | $122,830 | $91,179+34.7% | $178,499-31.2% | $79,852+53.8% |
| Participation rate | 88.3% | 69.2%+19.1pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 13.89% | 24.19%-10.3pp | 151.10%-137.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $5,758 | $3,256+76.8% | $5,011+14.9% | $2,471+133.0% |
| Participant deferral / active EE | $2,893 | $3,236-10.6% | $5,202-44.4% | $3,740-22.7% |
| Admin fee / account holder | $12,210 | $6,749+80.9% | $13,986-12.7% | $5,306+130.1% |