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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 | $182,823 | $78,690+132.3% | $161,489+13.2% | $87,485+109.0% |
| Participation rate | 91.4% | 67.5%+24.0pp | 78.7%+12.7pp | 68.9%+22.5pp |
| Annual return | 19.55% | 32.74%-13.2pp | 89.72%-70.2pp | 26.06%-6.5pp |
| Employer contribution / active EE | $7,840 | $2,588+202.9% | $4,268+83.7% | $2,596+202.0% |
| Participant deferral / active EE | $12,737 | $3,311+284.7% | $5,630+126.2% | $4,274+198.0% |
| Admin fee / account holder | $476 | $6,724-92.9% | $16,006-97.0% | $7,775-93.9% |