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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 | $194,892 | $105,284+85.1% | $150,734+29.3% | $94,015+107.3% |
| Participation rate | 98.2% | 71.7%+26.5pp | 78.4%+19.8pp | 70.8%+27.4pp |
| Annual return | 20.46% | 15.67%+4.8pp | 600.81%-580.3pp | 17.84%+2.6pp |
| Employer contribution / active EE | $7,115 | $3,599+97.7% | $4,918+44.7% | $2,790+155.0% |
| Participant deferral / active EE | $11,627 | $4,274+172.1% | $5,610+107.3% | $4,249+173.6% |
| Admin fee / account holder | $39,375 | $9,839+300.2% | $14,905+164.2% | $8,951+339.9% |