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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 | $124,772 | $99,995+24.8% | $85,063+46.7% | $145,978-14.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 12.71% | 83.99%-71.3pp | 66.54%-53.8pp | 550.52%-537.8pp |
| Employer contribution / active EE | $8,941 | $3,231+176.7% | $2,727+227.8% | $4,662+91.8% |
| Participant deferral / active EE | $11,322 | $5,295+113.8% | $4,523+150.3% | $6,690+69.2% |
| Admin fee / account holder | $23,318 | $7,255+221.4% | $6,155+278.8% | $13,400+74.0% |