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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 | $192,743 | $98,776+95.1% | $149,745+28.7% | $79,856+141.4% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 13.91% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $15,189 | $3,217+372.1% | $4,646+227.0% | $2,471+514.6% |
| Participant deferral / active EE | $14,471 | $5,681+154.7% | $6,843+111.5% | $3,741+286.9% |
| Admin fee / account holder | $3,202 | $6,053-47.1% | $9,312-65.6% | $5,306-39.7% |