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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 | $165,236 | $98,766+67.3% | $149,730+10.4% | $79,852+106.9% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 18.97% | 27.43%-8.5pp | 276.70%-257.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $8,346 | $3,217+159.5% | $4,645+79.7% | $2,471+237.8% |
| Participant deferral / active EE | $11,926 | $5,681+109.9% | $6,843+74.3% | $3,740+218.8% |
| Admin fee / account holder | $18,848 | $6,052+211.4% | $9,310+102.4% | $5,306+255.2% |