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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 | $221,796 | $102,422+116.6% | $147,117+50.8% | $80,959+174.0% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 18.25% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,306 | $3,717-64.9% | $4,932-73.5% | $2,757-52.6% |
| Participant deferral / active EE | $15,166 | $6,652+128.0% | $8,065+88.1% | $4,300+252.7% |
| Admin fee / account holder | $16,239 | $7,953+104.2% | $12,993+25.0% | $6,925+134.5% |