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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 | $216,579 | $105,200+105.9% | $159,474+35.8% | $85,847+152.3% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.8pp |
| Annual return | 19.89% | 45.08%-25.2pp | 263.68%-243.8pp | 318.61%-298.7pp |
| Employer contribution / active EE | $4,757 | $3,319+43.3% | $4,831-1.5% | $2,565+85.4% |
| Participant deferral / active EE | $6,867 | $5,946+15.5% | $7,353-6.6% | $3,952+73.8% |
| Admin fee / account holder | $33,257 | $6,934+379.6% | $10,802+207.9% | $6,261+431.2% |