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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 | $218,483 | $98,766+121.2% | $149,730+45.9% | $79,852+173.6% |
| Participation rate | 89.3% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 19.00% | 27.43%-8.4pp | 276.70%-257.7pp | 31.72%-12.7pp |
| Employer contribution / active EE | $6,439 | $3,217+100.2% | $4,645+38.6% | $2,471+160.6% |
| Participant deferral / active EE | $11,127 | $5,681+95.9% | $6,843+62.6% | $3,740+197.5% |
| Admin fee / account holder | $12,502 | $6,052+106.6% | $9,310+34.3% | $5,306+135.6% |