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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 | $234,291 | $91,198+156.9% | $178,503+31.3% | $79,856+193.4% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 20.14% | 24.20%-4.1pp | 151.12%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $19,425 | $3,257+496.5% | $5,011+287.6% | $2,471+686.1% |
| Participant deferral / active EE | $16,143 | $3,237+398.8% | $5,202+210.3% | $3,741+331.6% |
| Admin fee / account holder | $10,077 | $6,748+49.3% | $13,987-28.0% | $5,306+89.9% |