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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 | $120,887 | $78,690+53.6% | $161,489-25.1% | $87,485+38.2% |
| Participation rate | 92.5% | 67.5%+25.1pp | 78.7%+13.8pp | 68.9%+23.6pp |
| Annual return | 15.34% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.7pp |
| Employer contribution / active EE | $7,647 | $2,588+195.5% | $4,268+79.2% | $2,596+194.6% |
| Participant deferral / active EE | $6,756 | $3,311+104.1% | $5,630+20.0% | $4,274+58.1% |
| Admin fee / account holder | $27,965 | $6,724+315.9% | $16,006+74.7% | $7,775+259.7% |