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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 | $173,481 | $100,203+73.1% | $85,240+103.5% | $145,897+18.9% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+21.9pp | 80.3%+9.2pp |
| Annual return | 15.72% | 84.28%-68.6pp | 66.75%-51.0pp | 552.29%-536.6pp |
| Employer contribution / active EE | $5,115 | $3,242+57.8% | $2,735+87.0% | $4,663+9.7% |
| Participant deferral / active EE | $10,313 | $5,299+94.6% | $4,527+127.8% | $6,689+54.2% |
| Admin fee / account holder | $14,091 | $7,265+94.0% | $6,165+128.6% | $13,390+5.2% |