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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 | $188,847 | $63,342+198.1% | $92,235+104.7% | $70,131+169.3% |
| Participation rate | 87.2% | 68.7%+18.5pp | 76.5%+10.7pp | 69.5%+17.6pp |
| Annual return | 12.45% | 530.15%-517.7pp | 176.28%-163.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,683 | $2,471+89.5% | $3,679+27.3% | $2,342+99.9% |
| Participant deferral / active EE | $9,623 | $2,854+237.2% | $3,897+146.9% | $3,332+188.8% |
| Admin fee / account holder | $15,689 | $3,840+308.5% | $5,194+202.1% | $4,645+237.7% |