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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 | $93,345+40.7% | $119,126+10.2% | $87,485+50.1% |
| Participation rate | 93.5% | 68.7%+24.8pp | 75.8%+17.8pp | 68.9%+24.6pp |
| Annual return | 13.75% | 19.08%-5.3pp | 282.11%-268.4pp | 26.06%-12.3pp |
| Employer contribution / active EE | $7,258 | $3,172+128.8% | $4,034+79.9% | $2,596+179.6% |
| Participant deferral / active EE | $5,692 | $4,099+38.9% | $5,318+7.0% | $4,274+33.2% |
| Admin fee / account holder | $29,254 | $8,039+263.9% | $10,693+173.6% | $7,775+276.3% |