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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 | $231,287 | $105,210+119.8% | $159,487+45.0% | $85,851+169.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 21.45% | 45.08%-23.6pp | 263.71%-242.3pp | 318.63%-297.2pp |
| Employer contribution / active EE | $9,361 | $3,319+182.0% | $4,831+93.8% | $2,565+264.9% |
| Participant deferral / active EE | $16,316 | $5,946+174.4% | $7,354+121.9% | $3,952+312.8% |
| Admin fee / account holder | $19,466 | $6,934+180.7% | $10,804+80.2% | $6,261+210.9% |