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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 | $102,382+116.6% | $147,005+50.9% | $80,874+174.2% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 18.25% | 134.89%-116.6pp | 418.76%-400.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $1,306 | $3,715-64.8% | $4,934-73.5% | $2,756-52.6% |
| Participant deferral / active EE | $15,166 | $6,646+128.2% | $8,070+87.9% | $4,297+252.9% |
| Admin fee / account holder | $16,239 | $7,942+104.5% | $13,006+24.9% | $6,935+134.1% |