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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 | $220,708 | $105,200+109.8% | $159,474+38.4% | $85,847+157.1% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 19.04% | 45.08%-26.0pp | 263.68%-244.6pp | 318.61%-299.6pp |
| Employer contribution / active EE | $7,896 | $3,319+137.9% | $4,831+63.5% | $2,565+207.8% |
| Participant deferral / active EE | $14,992 | $5,946+152.1% | $7,353+103.9% | $3,952+279.3% |
| Admin fee / account holder | $23,027 | $6,934+232.1% | $10,802+113.2% | $6,261+267.8% |