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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 | $206,958 | $105,200+96.7% | $159,474+29.8% | $85,847+141.1% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.8%+12.8pp | 69.3%+26.3pp |
| Annual return | 17.39% | 45.08%-27.7pp | 263.68%-246.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $8,116 | $3,319+144.6% | $4,831+68.0% | $2,565+216.4% |
| Participant deferral / active EE | $12,948 | $5,946+117.8% | $7,353+76.1% | $3,952+227.6% |
| Admin fee / account holder | $3,688 | $6,934-46.8% | $10,802-65.9% | $6,261-41.1% |