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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 | $81,331+56.7% | $155,534-18.1% | $80,935+57.5% |
| Participation rate | 88.9% | 66.3%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 124.50% | 33.37%+91.1pp | 64.92%+59.6pp | 35.66%+88.8pp |
| Employer contribution / active EE | $13,007 | $3,105+318.9% | $4,675+178.2% | $2,757+371.8% |
| Participant deferral / active EE | $16,569 | $3,454+379.7% | $5,630+194.3% | $4,299+285.4% |
| Admin fee / account holder | $78,313 | $7,999+879.0% | $15,900+392.5% | $6,924+1031.0% |