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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 | $115,197 | $49,976+130.5% | $66,674+72.8% | $82,637+39.4% |
| Participation rate | 76.3% | 63.1%+13.2pp | 73.7%+2.6pp | 68.1%+8.3pp |
| Annual return | 14.89% | 39.09%-24.2pp | 321.24%-306.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $4,013 | $1,988+101.8% | $2,620+53.2% | $2,552+57.2% |
| Participant deferral / active EE | $7,373 | $2,847+159.0% | $4,084+80.5% | $4,126+78.7% |
| Admin fee / account holder | $16,468 | $4,594+258.5% | $5,098+223.0% | $7,339+124.4% |