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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 | $221,068 | $98,760+123.8% | $149,715+47.7% | $79,858+176.8% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 14.89% | 27.43%-12.5pp | 276.66%-261.8pp | 31.72%-16.8pp |
| Employer contribution / active EE | $19,716 | $3,217+512.9% | $4,645+324.5% | $2,471+697.9% |
| Participant deferral / active EE | $15,645 | $5,681+175.4% | $6,842+128.7% | $3,740+318.3% |
| Admin fee / account holder | $12,495 | $6,053+106.4% | $9,310+34.2% | $5,306+135.5% |