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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 | $193,352 | $98,776+95.7% | $149,745+29.1% | $79,856+142.1% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 12.98% | 27.38%-14.4pp | 276.72%-263.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $8,048 | $3,217+150.2% | $4,646+73.2% | $2,471+225.7% |
| Participant deferral / active EE | $7,292 | $5,681+28.3% | $6,843+6.6% | $3,741+94.9% |
| Admin fee / account holder | $58,869 | $6,053+872.6% | $9,312+532.2% | $5,306+1009.4% |