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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 | $184,706 | $137,414+34.4% | $189,545-2.6% | $85,851+115.1% |
| Participation rate | 94.0% | 84.6%+9.4pp | 87.8%+6.2pp | 69.3%+24.7pp |
| Annual return | 16.89% | 38.14%-21.3pp | 555.36%-538.5pp | 318.63%-301.7pp |
| Employer contribution / active EE | $24,882 | $4,344+472.7% | $6,162+303.8% | $2,565+869.9% |
| Participant deferral / active EE | $12,621 | $6,260+101.6% | $8,220+53.5% | $3,952+219.3% |
| Admin fee / account holder | $12,692 | $8,630+47.1% | $12,049+5.3% | $6,261+102.7% |