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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 | $132,855 | $63,346+109.7% | $92,240+44.0% | $70,126+89.5% |
| Participation rate | 90.9% | 68.7%+22.2pp | 76.5%+14.4pp | 69.5%+21.4pp |
| Annual return | 12.48% | 530.19%-517.7pp | 176.29%-163.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $5,760 | $2,471+133.1% | $3,680+56.5% | $2,343+145.9% |
| Participant deferral / active EE | $7,495 | $2,854+162.6% | $3,897+92.3% | $3,332+124.9% |
| Admin fee / account holder | $10,178 | $3,841+165.0% | $5,194+95.9% | $4,645+119.1% |