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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 | $202,842 | $102,393+98.1% | $147,041+37.9% | $80,911+150.7% |
| Participation rate | 98.2% | 75.9%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 22.67% | 134.95%-112.3pp | 419.21%-396.5pp | 35.63%-13.0pp |
| Employer contribution / active EE | $25,138 | $3,715+576.6% | $4,935+409.4% | $2,756+812.2% |
| Participant deferral / active EE | $15,929 | $6,647+139.6% | $8,071+97.4% | $4,297+270.7% |
| Admin fee / account holder | $7,082 | $7,943-10.8% | $13,006-45.6% | $6,935+2.1% |