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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 | $210,355 | $98,776+113.0% | $149,745+40.5% | $79,856+163.4% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 14.29% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $6,434 | $3,217+100.0% | $4,646+38.5% | $2,471+160.4% |
| Participant deferral / active EE | $9,366 | $5,681+64.9% | $6,843+36.9% | $3,741+150.4% |
| Admin fee / account holder | $19,860 | $6,053+228.1% | $9,312+113.3% | $5,306+274.3% |