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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 | $115,452 | $89,370+29.2% | $141,197-18.2% | $72,976+58.2% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 20.16% | 111.88%-91.7pp | 71.41%-51.2pp | 81.02%-60.9pp |
| Employer contribution / active EE | $16,060 | $3,115+415.6% | $4,736+239.1% | $2,440+558.2% |
| Participant deferral / active EE | $7,629 | $5,419+40.8% | $6,710+13.7% | $3,608+111.5% |
| Admin fee / account holder | $11,547 | $5,957+93.8% | $10,265+12.5% | $5,124+125.3% |