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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 | $228,432 | $137,414+66.2% | $189,545+20.5% | $85,851+166.1% |
| Participation rate | 90.3% | 84.6%+5.7pp | 87.8%+2.5pp | 69.3%+21.0pp |
| Annual return | 18.65% | 38.14%-19.5pp | 555.36%-536.7pp | 318.63%-300.0pp |
| Employer contribution / active EE | $9,236 | $4,344+112.6% | $6,162+49.9% | $2,565+260.0% |
| Participant deferral / active EE | $16,147 | $6,260+157.9% | $8,220+96.4% | $3,952+308.5% |
| Admin fee / account holder | $24,180 | $8,630+180.2% | $12,049+100.7% | $6,261+286.2% |