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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 | $221,812 | $105,200+110.8% | $159,474+39.1% | $85,847+158.4% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 15.66% | 45.08%-29.4pp | 263.68%-248.0pp | 318.61%-302.9pp |
| Employer contribution / active EE | $6,533 | $3,319+96.9% | $4,831+35.2% | $2,565+154.7% |
| Participant deferral / active EE | $8,642 | $5,946+45.3% | $7,353+17.5% | $3,952+118.7% |
| Admin fee / account holder | $16,870 | $6,934+143.3% | $10,802+56.2% | $6,261+169.5% |