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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 | $131,336 | $88,672+48.1% | $105,223+24.8% | $82,448+59.3% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 13.75% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $7,258 | $3,048+138.1% | $3,689+96.8% | $2,551+184.5% |
| Participant deferral / active EE | $5,692 | $4,036+41.0% | $5,072+12.2% | $4,139+37.5% |
| Admin fee / account holder | $29,254 | $7,146+309.4% | $8,859+230.2% | $7,234+304.4% |