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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 | $189,255 | $81,476+132.3% | $102,383+84.8% | $80,925+133.9% |
| Participation rate | 98.4% | 66.8%+31.6pp | 74.5%+23.9pp | 67.7%+30.8pp |
| Annual return | 260.55% | 25.59%+235.0pp | 24.94%+235.6pp | 35.65%+224.9pp |
| Employer contribution / active EE | $13,678 | $3,105+340.6% | $3,870+253.4% | $2,756+396.3% |
| Participant deferral / active EE | $2,589 | $3,871-33.1% | $5,060-48.8% | $4,299-39.8% |
| Admin fee / account holder | $20,102 | $6,717+199.3% | $8,391+139.6% | $6,940+189.7% |