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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 | $163,861 | $105,210+55.7% | $159,487+2.7% | $85,851+90.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 13.81% | 45.08%-31.3pp | 263.71%-249.9pp | 318.63%-304.8pp |
| Employer contribution / active EE | $5,214 | $3,319+57.1% | $4,831+7.9% | $2,565+103.3% |
| Participant deferral / active EE | $17,629 | $5,946+196.5% | $7,354+139.7% | $3,952+346.0% |
| Admin fee / account holder | $23,092 | $6,934+233.0% | $10,804+113.7% | $6,261+268.8% |