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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 | $210,899 | $102,422+105.9% | $147,117+43.4% | $80,959+160.5% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 15.34% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $8,985 | $3,717+141.7% | $4,932+82.2% | $2,757+225.9% |
| Participant deferral / active EE | $16,078 | $6,652+141.7% | $8,065+99.4% | $4,300+273.9% |
| Admin fee / account holder | $20,566 | $7,953+158.6% | $12,993+58.3% | $6,925+197.0% |