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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 | $186,455 | $61,125+205.0% | $94,057+98.2% | $87,485+113.1% |
| Participation rate | 93.6% | 64.1%+29.6pp | 73.3%+20.3pp | 68.9%+24.7pp |
| Annual return | 22.44% | 35.20%-12.8pp | 480.62%-458.2pp | 26.06%-3.6pp |
| Employer contribution / active EE | $6,241 | $2,136+192.1% | $2,933+112.8% | $2,596+140.4% |
| Participant deferral / active EE | $15,448 | $3,260+373.8% | $4,709+228.0% | $4,274+261.5% |
| Admin fee / account holder | $14,877 | $5,629+164.3% | $7,244+105.4% | $7,775+91.3% |