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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 | $198,992 | $98,760+101.5% | $149,715+32.9% | $79,858+149.2% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 13.68% | 27.43%-13.8pp | 276.66%-263.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $6,191 | $3,217+92.4% | $4,645+33.3% | $2,471+150.5% |
| Participant deferral / active EE | $7,807 | $5,681+37.4% | $6,842+14.1% | $3,740+108.7% |
| Admin fee / account holder | $17,702 | $6,053+192.4% | $9,310+90.1% | $5,306+233.6% |