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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 | $184,077 | $98,776+86.4% | $149,745+22.9% | $79,856+130.5% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 19.17% | 27.38%-8.2pp | 276.72%-257.6pp | 31.71%-12.5pp |
| Employer contribution / active EE | $8,480 | $3,217+163.6% | $4,646+82.5% | $2,471+243.2% |
| Participant deferral / active EE | $16,016 | $5,681+181.9% | $6,843+134.0% | $3,741+328.2% |
| Admin fee / account holder | $4,541 | $6,053-25.0% | $9,312-51.2% | $5,306-14.4% |