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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 | $199,418 | $98,776+101.9% | $149,745+33.2% | $79,856+149.7% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 13.23% | 27.38%-14.1pp | 276.72%-263.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $5,502 | $3,217+71.0% | $4,646+18.4% | $2,471+122.7% |
| Participant deferral / active EE | $8,424 | $5,681+48.3% | $6,843+23.1% | $3,741+125.2% |
| Admin fee / account holder | $11,520 | $6,053+90.3% | $9,312+23.7% | $5,306+117.1% |