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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 | $249,167 | $95,383+161.2% | $185,837+34.1% | $85,856+190.2% |
| Participation rate | 95.2% | 68.8%+26.5pp | 81.7%+13.5pp | 69.3%+25.9pp |
| Annual return | 16.68% | 23.59%-6.9pp | 122.08%-105.4pp | 318.58%-301.9pp |
| Employer contribution / active EE | $8,265 | $3,313+149.5% | $5,168+59.9% | $2,565+222.2% |
| Participant deferral / active EE | $4,621 | $3,423+35.0% | $5,568-17.0% | $3,952+16.9% |
| Admin fee / account holder | $96,254 | $7,213+1234.5% | $16,241+492.6% | $6,261+1437.5% |