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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 | $110,231 | $70,684+55.9% | $169,390-34.9% | $75,173+46.6% |
| Participation rate | 87.9% | 64.8%+23.1pp | 77.2%+10.8pp | 67.2%+20.7pp |
| Annual return | 18.61% | 36.38%-17.8pp | 406.07%-387.5pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,748 | $2,211-20.9% | $4,013-56.4% | $2,671-34.5% |
| Participant deferral / active EE | $11,523 | $4,310+167.4% | $6,222+85.2% | $4,126+179.3% |
| Admin fee / account holder | $20,204 | $5,404+273.9% | $9,015+124.1% | $5,651+257.6% |