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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 | $163,543 | $91,179+79.4% | $178,499-8.4% | $79,852+104.8% |
| Participation rate | 91.5% | 69.2%+22.3pp | 81.9%+9.6pp | 69.6%+21.9pp |
| Annual return | 15.49% | 24.19%-8.7pp | 151.10%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $9,948 | $3,256+205.6% | $5,011+98.5% | $2,471+302.6% |
| Participant deferral / active EE | $12,768 | $3,236+294.6% | $5,202+145.4% | $3,740+241.3% |
| Admin fee / account holder | $23,972 | $6,749+255.2% | $13,986+71.4% | $5,306+351.8% |