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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 | $190,455 | $89,259+113.4% | $107,187+77.7% | $82,637+130.5% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.8pp | 68.1%+28.7pp |
| Annual return | 13.97% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.5pp |
| Employer contribution / active EE | $5,292 | $3,080+71.8% | $3,782+39.9% | $2,552+107.4% |
| Participant deferral / active EE | $12,872 | $4,037+218.8% | $5,096+152.6% | $4,126+212.0% |
| Admin fee / account holder | $25,506 | $7,381+245.5% | $9,162+178.4% | $7,339+247.5% |