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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 | $239,378 | $89,367+167.9% | $141,191+69.5% | $72,975+228.0% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 26.88% | 111.87%-85.0pp | 71.41%-44.5pp | 81.01%-54.1pp |
| Employer contribution / active EE | $14,518 | $3,115+366.1% | $4,736+206.5% | $2,440+495.0% |
| Participant deferral / active EE | $17,476 | $5,419+222.5% | $6,710+160.4% | $3,608+384.4% |
| Admin fee / account holder | $19,706 | $5,957+230.8% | $10,264+92.0% | $5,124+284.6% |