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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 | $215,783 | $105,200+105.1% | $159,474+35.3% | $85,847+151.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 14.22% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $4,783 | $3,319+44.1% | $4,831-1.0% | $2,565+86.4% |
| Participant deferral / active EE | $12,787 | $5,946+115.1% | $7,353+73.9% | $3,952+223.5% |
| Admin fee / account holder | $23,284 | $6,934+235.8% | $10,802+115.5% | $6,261+271.9% |