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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 | $81,233+56.9% | $155,567-18.1% | $80,874+57.6% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.2pp |
| Annual return | 124.50% | 33.33%+91.2pp | 64.74%+59.8pp | 35.62%+88.9pp |
| Employer contribution / active EE | $13,007 | $3,101+319.5% | $4,674+178.3% | $2,756+372.0% |
| Participant deferral / active EE | $16,569 | $3,452+380.0% | $5,628+194.4% | $4,297+285.6% |
| Admin fee / account holder | $78,313 | $7,998+879.2% | $15,916+392.0% | $6,935+1029.2% |