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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 | $221,238 | $102,393+116.1% | $147,041+50.5% | $80,911+173.4% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 13.96% | 134.95%-121.0pp | 419.21%-405.2pp | 35.63%-21.7pp |
| Employer contribution / active EE | $8,167 | $3,715+119.8% | $4,935+65.5% | $2,756+196.3% |
| Participant deferral / active EE | $10,207 | $6,647+53.6% | $8,071+26.5% | $4,297+137.5% |
| Admin fee / account holder | $3,206 | $7,943-59.6% | $13,006-75.4% | $6,935-53.8% |