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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 | $202,802 | $105,210+92.8% | $159,487+27.2% | $85,851+136.2% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 23.83% | 45.08%-21.3pp | 263.71%-239.9pp | 318.63%-294.8pp |
| Employer contribution / active EE | $6,999 | $3,319+110.9% | $4,831+44.9% | $2,565+172.8% |
| Participant deferral / active EE | $17,544 | $5,946+195.0% | $7,354+138.6% | $3,952+343.9% |
| Admin fee / account holder | $83,628 | $6,934+1106.0% | $10,804+674.1% | $6,261+1235.7% |