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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 | $88,672+119.8% | $105,223+85.2% | $82,448+136.4% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.2pp |
| Annual return | 20.46% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $7,115 | $3,048+133.5% | $3,689+92.9% | $2,551+178.9% |
| Participant deferral / active EE | $11,627 | $4,036+188.1% | $5,072+129.2% | $4,139+180.9% |
| Admin fee / account holder | $39,375 | $7,146+451.0% | $8,859+344.5% | $7,234+444.3% |