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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 | $217,033 | $105,210+106.3% | $159,487+36.1% | $85,851+152.8% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.1pp |
| Annual return | 15.10% | 45.08%-30.0pp | 263.71%-248.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $3,182 | $3,319-4.1% | $4,831-34.1% | $2,565+24.0% |
| Participant deferral / active EE | $8,653 | $5,946+45.5% | $7,354+17.7% | $3,952+118.9% |
| Admin fee / account holder | $14,474 | $6,934+108.7% | $10,804+34.0% | $6,261+131.2% |