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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 | $186,217 | $98,766+88.5% | $149,730+24.4% | $79,852+133.2% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.5pp |
| Annual return | 13.07% | 27.43%-14.4pp | 276.70%-263.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $12,430 | $3,217+286.4% | $4,645+167.6% | $2,471+403.0% |
| Participant deferral / active EE | $12,079 | $5,681+112.6% | $6,843+76.5% | $3,740+222.9% |
| Admin fee / account holder | $44,345 | $6,052+632.7% | $9,310+376.3% | $5,306+735.7% |