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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 | $149,929 | $98,776+51.8% | $149,745+0.1% | $79,856+87.7% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 19.29% | 27.38%-8.1pp | 276.72%-257.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $6,216 | $3,217+93.2% | $4,646+33.8% | $2,471+151.5% |
| Participant deferral / active EE | $12,050 | $5,681+112.1% | $6,843+76.1% | $3,741+222.1% |
| Admin fee / account holder | $24,715 | $6,053+308.3% | $9,312+165.4% | $5,306+365.8% |