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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 | $128,524 | $123,412+4.1% | $69,460+85.0% | $145,978-12.0% |
| Participation rate | 93.8% | 69.2%+24.5pp | 66.4%+27.3pp | 80.3%+13.5pp |
| Annual return | 13.18% | 191.25%-178.1pp | 100.80%-87.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $10,068 | $2,684+275.2% | $1,714+487.4% | $4,662+116.0% |
| Participant deferral / active EE | $5,000 | $4,240+17.9% | $2,890+73.0% | $6,690-25.3% |
| Admin fee / account holder | $42,018 | $7,816+437.6% | $4,695+794.9% | $13,400+213.6% |