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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 | $188,556 | $98,776+90.9% | $149,745+25.9% | $79,856+136.1% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 16.72% | 27.38%-10.7pp | 276.72%-260.0pp | 31.71%-15.0pp |
| Employer contribution / active EE | $6,352 | $3,217+97.4% | $4,646+36.7% | $2,471+157.1% |
| Participant deferral / active EE | $9,200 | $5,681+61.9% | $6,843+34.4% | $3,741+146.0% |
| Admin fee / account holder | $25,057 | $6,053+314.0% | $9,312+169.1% | $5,306+372.2% |