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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 | $227,154 | $95,406+138.1% | $185,849+22.2% | $85,847+164.6% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+13.9pp | 69.3%+26.3pp |
| Annual return | 16.48% | 23.59%-7.1pp | 122.10%-105.6pp | 318.61%-302.1pp |
| Employer contribution / active EE | $6,313 | $3,314+90.5% | $5,169+22.1% | $2,565+146.1% |
| Participant deferral / active EE | $6,583 | $3,424+92.3% | $5,569+18.2% | $3,952+66.6% |
| Admin fee / account holder | $33,762 | $7,214+368.0% | $16,244+107.8% | $6,261+439.3% |