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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 | $88,727 | $70,666+25.6% | $169,385-47.6% | $75,181+18.0% |
| Participation rate | 92.5% | 64.8%+27.7pp | 77.2%+15.3pp | 67.2%+25.3pp |
| Annual return | 31.22% | 36.37%-5.1pp | 405.82%-374.6pp | 160.69%-129.5pp |
| Employer contribution / active EE | $8,283 | $2,210+274.8% | $4,012+106.5% | $2,671+210.2% |
| Participant deferral / active EE | $10,905 | $4,308+153.1% | $6,221+75.3% | $4,126+164.3% |
| Admin fee / account holder | $10,735 | $5,402+98.7% | $9,011+19.1% | $5,650+90.0% |