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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 | $124,921 | $68,394+82.7% | $94,672+32.0% | $75,177+66.2% |
| Participation rate | 83.9% | 76.1%+7.8pp | 80.8%+3.0pp | 67.2%+16.7pp |
| Annual return | 17.56% | 616.92%-599.4pp | 156.89%-139.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $7,315 | $2,701+170.8% | $3,673+99.1% | $2,671+173.9% |
| Participant deferral / active EE | $4,169 | $6,536-36.2% | $7,417-43.8% | $4,126+1.0% |
| Admin fee / account holder | $2,954 | $5,326-44.5% | $7,222-59.1% | $5,651-47.7% |