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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 | $207,132 | $78,423+164.1% | $95,964+115.8% | $79,856+159.4% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 15.07% | 19.37%-4.3pp | 91.64%-76.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $11,277 | $1,945+479.7% | $2,541+343.8% | $2,471+356.3% |
| Participant deferral / active EE | $7,955 | $3,440+131.2% | $4,167+90.9% | $3,741+112.7% |
| Admin fee / account holder | $27,012 | $5,622+380.5% | $6,797+297.4% | $5,306+409.1% |