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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 | $184,279 | $98,776+86.6% | $149,745+23.1% | $79,856+130.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.3pp |
| Annual return | 14.63% | 27.38%-12.7pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,811 | $3,217+80.6% | $4,646+25.1% | $2,471+135.2% |
| Participant deferral / active EE | $10,709 | $5,681+88.5% | $6,843+56.5% | $3,741+186.3% |
| Admin fee / account holder | $6,987 | $6,053+15.4% | $9,312-25.0% | $5,306+31.7% |