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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 | $182,503 | $98,766+84.8% | $149,730+21.9% | $79,852+128.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 13.88% | 27.43%-13.5pp | 276.70%-262.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $6,907 | $3,217+114.7% | $4,645+48.7% | $2,471+179.5% |
| Participant deferral / active EE | $6,942 | $5,681+22.2% | $6,843+1.4% | $3,740+85.6% |
| Admin fee / account holder | $19,108 | $6,052+215.7% | $9,310+105.2% | $5,306+260.1% |