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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 | $93,345+108.8% | $119,126+63.6% | $87,485+122.8% |
| Participation rate | 98.2% | 68.7%+29.5pp | 75.8%+22.5pp | 68.9%+29.3pp |
| Annual return | 20.46% | 19.08%+1.4pp | 282.11%-261.7pp | 26.06%-5.6pp |
| Employer contribution / active EE | $7,115 | $3,172+124.3% | $4,034+76.4% | $2,596+174.1% |
| Participant deferral / active EE | $11,627 | $4,099+183.7% | $5,318+118.6% | $4,274+172.1% |
| Admin fee / account holder | $39,375 | $8,039+389.8% | $10,693+268.2% | $7,775+406.4% |