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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 | $188,915 | $85,171+121.8% | $172,753+9.4% | $72,976+158.9% |
| Participation rate | 89.7% | 70.1%+19.7pp | 82.6%+7.1pp | 69.5%+20.3pp |
| Annual return | 18.41% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $9,224 | $3,324+177.5% | $5,144+79.3% | $2,440+278.0% |
| Participant deferral / active EE | $1,778 | $3,260-45.5% | $5,198-65.8% | $3,608-50.7% |
| Admin fee / account holder | $16,799 | $5,880+185.7% | $13,956+20.4% | $5,124+227.8% |