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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 | $127,436 | $81,358+56.6% | $155,556-18.1% | $80,959+57.4% |
| Participation rate | 88.9% | 66.3%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 124.50% | 33.39%+91.1pp | 64.84%+59.7pp | 35.67%+88.8pp |
| Employer contribution / active EE | $13,007 | $3,106+318.7% | $4,675+178.2% | $2,757+371.8% |
| Participant deferral / active EE | $16,569 | $3,455+379.5% | $5,631+194.3% | $4,300+285.3% |
| Admin fee / account holder | $78,313 | $7,994+879.7% | $15,885+393.0% | $6,925+1030.8% |