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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 | $192,685 | $81,696+135.9% | $70,494+173.3% | $158,982+21.2% |
| Participation rate | 95.8% | 77.7%+18.1pp | 75.1%+20.8pp | 82.0%+13.9pp |
| Annual return | 18.59% | 208.70%-190.1pp | 109.16%-90.6pp | 302.99%-284.4pp |
| Employer contribution / active EE | $9,479 | $3,220+194.4% | $2,738+246.2% | $4,763+99.0% |
| Participant deferral / active EE | $5,788 | $4,558+27.0% | $3,711+56.0% | $5,983-3.3% |
| Admin fee / account holder | $20,244 | $6,200+226.5% | $3,848+426.1% | $11,252+79.9% |