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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 | $138,357 | $98,776+40.1% | $149,745-7.6% | $79,856+73.3% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.2pp |
| Annual return | 15.34% | 27.38%-12.0pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $9,748 | $3,217+203.0% | $4,646+109.8% | $2,471+294.4% |
| Participant deferral / active EE | $4,915 | $5,681-13.5% | $6,843-28.2% | $3,741+31.4% |
| Admin fee / account holder | $18,466 | $6,053+205.1% | $9,312+98.3% | $5,306+248.0% |