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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 | $221,104 | $100,060+121.0% | $149,721+47.7% | $70,126+215.3% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.1%+8.0pp | 69.5%+25.5pp |
| Annual return | 22.46% | 27.46%-5.0pp | 1501.67%-1479.2pp | 73.15%-50.7pp |
| Employer contribution / active EE | $10,901 | $3,661+197.8% | $5,444+100.2% | $2,343+365.4% |
| Participant deferral / active EE | $14,913 | $4,982+199.3% | $6,568+127.0% | $3,332+347.6% |
| Admin fee / account holder | $16,919 | $8,285+104.2% | $11,282+50.0% | $4,645+264.2% |