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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 | $228,806 | $102,393+123.5% | $147,041+55.6% | $80,911+182.8% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 13.43% | 134.95%-121.5pp | 419.21%-405.8pp | 35.63%-22.2pp |
| Employer contribution / active EE | $6,929 | $3,715+86.5% | $4,935+40.4% | $2,756+151.4% |
| Participant deferral / active EE | $13,798 | $6,647+107.6% | $8,071+71.0% | $4,297+221.1% |
| Admin fee / account holder | $24,385 | $7,943+207.0% | $13,006+87.5% | $6,935+251.6% |