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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 | $102,385+116.6% | $147,080+50.8% | $80,935+174.0% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 18.25% | 135.09%-116.8pp | 420.17%-401.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,306 | $3,717-64.9% | $4,933-73.5% | $2,757-52.6% |
| Participant deferral / active EE | $15,166 | $6,651+128.0% | $8,066+88.0% | $4,299+252.7% |
| Admin fee / account holder | $16,239 | $7,951+104.2% | $12,989+25.0% | $6,924+134.5% |