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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 | $168,532 | $105,200+60.2% | $159,474+5.7% | $85,847+96.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 15.34% | 45.08%-29.7pp | 263.68%-248.3pp | 318.61%-303.3pp |
| Employer contribution / active EE | $7,402 | $3,319+123.0% | $4,831+53.2% | $2,565+188.6% |
| Participant deferral / active EE | $10,338 | $5,946+73.9% | $7,353+40.6% | $3,952+161.6% |
| Admin fee / account holder | $54,277 | $6,934+682.7% | $10,802+402.5% | $6,261+767.0% |