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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 | $197,586 | $98,760+100.1% | $149,715+32.0% | $79,858+147.4% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.6%+21.7pp |
| Annual return | 12.98% | 27.43%-14.5pp | 276.66%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $10,542 | $3,217+227.7% | $4,645+127.0% | $2,471+326.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36,928 | $6,053+510.0% | $9,310+296.7% | $5,306+596.0% |