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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 | $96,033 | $52,279+83.7% | $89,414+7.4% | $79,852+20.3% |
| Participation rate | 80.0% | 57.5%+22.5pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | 17.86% | 22.16%-4.3pp | 245.50%-227.6pp | 31.72%-13.9pp |
| Employer contribution / active EE | $10,374 | $1,572+560.1% | $2,586+301.1% | $2,471+319.8% |
| Participant deferral / active EE | $16,377 | $2,740+497.6% | $3,890+321.0% | $3,740+337.8% |
| Admin fee / account holder | $14,411 | $3,356+329.3% | $4,883+195.1% | $5,306+171.6% |