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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 | $188,007 | $98,776+90.3% | $149,745+25.6% | $79,856+135.4% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 17.51% | 27.38%-9.9pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $15,464 | $3,217+380.7% | $4,646+232.9% | $2,471+525.8% |
| Participant deferral / active EE | $6,835 | $5,681+20.3% | $6,843-0.1% | $3,741+82.7% |
| Admin fee / account holder | $1,029 | $6,053-83.0% | $9,312-89.0% | $5,306-80.6% |