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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 | $128,688 | $58,311+120.7% | $81,882+57.2% | $80,959+59.0% |
| Participation rate | 76.9% | 63.5%+13.4pp | 72.4%+4.5pp | 67.7%+9.3pp |
| Annual return | 12.62% | 41.85%-29.2pp | 779.47%-766.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $12,818 | $2,347+446.2% | $2,916+339.6% | $2,757+364.9% |
| Participant deferral / active EE | $14,638 | $3,287+345.3% | $4,323+238.6% | $4,300+240.4% |
| Admin fee / account holder | $43,511 | $4,752+815.6% | $7,360+491.2% | $6,925+528.3% |