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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 | $155,741 | $98,760+57.7% | $149,715+4.0% | $79,858+95.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 19.44% | 27.43%-8.0pp | 276.66%-257.2pp | 31.72%-12.3pp |
| Employer contribution / active EE | $9,521 | $3,217+196.0% | $4,645+105.0% | $2,471+285.3% |
| Participant deferral / active EE | $11,297 | $5,681+98.9% | $6,842+65.1% | $3,740+202.1% |
| Admin fee / account holder | $12,648 | $6,053+108.9% | $9,310+35.9% | $5,306+138.4% |