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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 | $222,530 | $105,198+111.5% | $159,455+39.6% | $85,856+159.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 17.25% | 45.08%-27.8pp | 263.63%-246.4pp | 318.58%-301.3pp |
| Employer contribution / active EE | $7,696 | $3,319+131.9% | $4,830+59.3% | $2,565+200.0% |
| Participant deferral / active EE | $8,805 | $5,946+48.1% | $7,353+19.8% | $3,952+122.8% |
| Admin fee / account holder | $13,096 | $6,934+88.9% | $10,800+21.3% | $6,261+109.2% |