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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 | $227,657 | $77,908+192.2% | $149,696+52.1% | $75,173+202.8% |
| Participation rate | 99.0% | 65.6%+33.4pp | 78.8%+20.2pp | 67.2%+31.8pp |
| Annual return | 19.17% | 31.73%-12.6pp | 134.46%-115.3pp | 160.72%-141.6pp |
| Employer contribution / active EE | $8,932 | $3,138+184.7% | $4,821+85.3% | $2,671+234.4% |
| Participant deferral / active EE | $15,108 | $3,411+342.9% | $5,682+165.9% | $4,126+266.1% |
| Admin fee / account holder | $5,640 | $5,950-5.2% | $13,212-57.3% | $5,651-0.2% |