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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 | $159,917 | $105,210+52.0% | $159,487+0.3% | $85,851+86.3% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 13.10% | 45.08%-32.0pp | 263.71%-250.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $8,207 | $3,319+147.3% | $4,831+69.9% | $2,565+219.9% |
| Participant deferral / active EE | $14,638 | $5,946+146.2% | $7,354+99.1% | $3,952+270.4% |
| Admin fee / account holder | $8,588 | $6,934+23.8% | $10,804-20.5% | $6,261+37.2% |