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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 | $156,666 | $98,766+58.6% | $149,730+4.6% | $79,852+96.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 20.99% | 27.43%-6.4pp | 276.70%-255.7pp | 31.72%-10.7pp |
| Employer contribution / active EE | $6,554 | $3,217+103.7% | $4,645+41.1% | $2,471+165.2% |
| Participant deferral / active EE | $13,375 | $5,681+135.4% | $6,843+95.5% | $3,740+257.6% |
| Admin fee / account holder | $20,566 | $6,052+239.8% | $9,310+120.9% | $5,306+287.6% |