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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 | $188,807 | $78,562+140.3% | $105,608+78.8% | $74,429+153.7% |
| Participation rate | 81.6% | 72.8%+8.8pp | 75.3%+6.3pp | 67.2%+14.3pp |
| Annual return | 19.82% | 15.94%+3.9pp | 116.50%-96.7pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $14,264 | $2,521+465.7% | $3,167+350.4% | $2,625+443.4% |
| Participant deferral / active EE | $6,077 | $4,321+40.6% | $5,010+21.3% | $4,348+39.8% |
| Admin fee / account holder | $8,110 | $2,217+265.8% | $11,028-26.5% | $1,944+317.1% |