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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 | $180,185 | $105,210+71.3% | $159,487+13.0% | $85,851+109.9% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 16.18% | 45.08%-28.9pp | 263.71%-247.5pp | 318.63%-302.5pp |
| Employer contribution / active EE | $7,006 | $3,319+111.1% | $4,831+45.0% | $2,565+173.1% |
| Participant deferral / active EE | $3,855 | $5,946-35.2% | $7,354-47.6% | $3,952-2.5% |
| Admin fee / account holder | $20,203 | $6,934+191.3% | $10,804+87.0% | $6,261+222.7% |