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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 | $206,697 | $99,994+106.7% | $146,643+41.0% | $85,847+140.8% |
| Participation rate | 96.3% | 73.1%+23.2pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 15.74% | 18.93%-3.2pp | 22.75%-7.0pp | 318.61%-302.9pp |
| Employer contribution / active EE | $4,603 | $2,559+79.9% | $4,137+11.3% | $2,565+79.4% |
| Participant deferral / active EE | $11,802 | $4,006+194.6% | $5,506+114.3% | $3,952+198.6% |
| Admin fee / account holder | $27,700 | $7,703+259.6% | $10,280+169.4% | $6,261+342.4% |