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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 | $216,771 | $77,908+178.2% | $149,696+44.8% | $75,173+188.4% |
| Participation rate | 98.0% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.8pp |
| Annual return | 15.24% | 31.73%-16.5pp | 134.46%-119.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $8,831 | $3,138+181.4% | $4,821+83.2% | $2,671+230.6% |
| Participant deferral / active EE | $13,402 | $3,411+292.9% | $5,682+135.9% | $4,126+224.8% |
| Admin fee / account holder | $23,484 | $5,950+294.7% | $13,212+77.7% | $5,651+315.6% |