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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 | $206,289 | $101,950+102.3% | $125,529+64.3% | $86,983+137.2% |
| Participation rate | 96.6% | 70.2%+26.4pp | 74.7%+21.8pp | 69.5%+27.0pp |
| Annual return | 13.03% | 18.29%-5.3pp | 202.56%-189.5pp | 25.83%-12.8pp |
| Employer contribution / active EE | $10,728 | $2,358+354.9% | $3,058+250.9% | $2,584+315.1% |
| Participant deferral / active EE | $2,796 | $3,862-27.6% | $4,813-41.9% | $4,194-33.3% |
| Admin fee / account holder | $60,459 | $12,791+372.7% | $16,298+271.0% | $7,856+669.6% |