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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 | $195,230 | $90,530+115.7% | $76,030+156.8% | $145,897+33.8% |
| Participation rate | 93.3% | 74.4%+18.9pp | 69.1%+24.3pp | 80.3%+13.0pp |
| Annual return | 15.17% | 625.08%-609.9pp | 361.54%-346.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $4,179 | $3,319+25.9% | $2,688+55.5% | $4,663-10.4% |
| Participant deferral / active EE | $10,423 | $5,164+101.8% | $4,257+144.8% | $6,689+55.8% |
| Admin fee / account holder | $11,446 | $8,383+36.5% | $6,421+78.3% | $13,390-14.5% |