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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 | $206,026 | $98,776+108.6% | $149,745+37.6% | $79,856+158.0% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.4pp |
| Annual return | 13.72% | 27.38%-13.7pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,298 | $3,217+64.7% | $4,646+14.0% | $2,471+114.4% |
| Participant deferral / active EE | $7,239 | $5,681+27.4% | $6,843+5.8% | $3,741+93.5% |
| Admin fee / account holder | $16,884 | $6,053+178.9% | $9,312+81.3% | $5,306+218.2% |