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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 | $195,632 | $98,760+98.1% | $149,715+30.7% | $79,858+145.0% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.66%-262.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $6,888 | $3,217+114.1% | $4,645+48.3% | $2,471+178.8% |
| Participant deferral / active EE | $12,214 | $5,681+115.0% | $6,842+78.5% | $3,740+226.6% |
| Admin fee / account holder | $24,300 | $6,053+301.4% | $9,310+161.0% | $5,306+358.0% |