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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 | $214,412 | $137,414+56.0% | $189,520+13.1% | $85,856+149.7% |
| Participation rate | 93.2% | 84.6%+8.6pp | 87.8%+5.4pp | 69.3%+23.9pp |
| Annual return | 15.38% | 38.14%-22.8pp | 555.25%-539.9pp | 318.58%-303.2pp |
| Employer contribution / active EE | $6,904 | $4,344+58.9% | $6,161+12.1% | $2,565+169.2% |
| Participant deferral / active EE | $15,479 | $6,260+147.3% | $8,220+88.3% | $3,952+291.7% |
| Admin fee / account holder | $3,073 | $8,630-64.4% | $12,046-74.5% | $6,261-50.9% |