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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 | $241,669 | $98,766+144.7% | $149,730+61.4% | $79,852+202.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 17.04% | 27.43%-10.4pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $7,793 | $3,217+142.3% | $4,645+67.8% | $2,471+215.4% |
| Participant deferral / active EE | $12,889 | $5,681+126.9% | $6,843+88.4% | $3,740+244.6% |
| Admin fee / account holder | $19,639 | $6,052+224.5% | $9,310+110.9% | $5,306+270.1% |