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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 | $239,081 | $98,776+142.0% | $149,745+59.7% | $79,856+199.4% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.6pp |
| Annual return | 14.86% | 27.38%-12.5pp | 276.72%-261.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $8,816 | $3,217+174.0% | $4,646+89.8% | $2,471+256.8% |
| Participant deferral / active EE | $13,561 | $5,681+138.7% | $6,843+98.2% | $3,741+262.5% |
| Admin fee / account holder | $20,154 | $6,053+233.0% | $9,312+116.4% | $5,306+279.8% |