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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 | $240,748 | $98,760+143.8% | $149,715+60.8% | $79,858+201.5% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 17.51% | 27.43%-9.9pp | 276.66%-259.1pp | 31.72%-14.2pp |
| Employer contribution / active EE | $9,323 | $3,217+189.8% | $4,645+100.7% | $2,471+277.3% |
| Participant deferral / active EE | $5,967 | $5,681+5.0% | $6,842-12.8% | $3,740+59.5% |
| Admin fee / account holder | $19,453 | $6,053+221.4% | $9,310+108.9% | $5,306+266.6% |