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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 | $200,140 | $102,429+95.4% | $147,096+36.1% | $80,925+147.3% |
| Participation rate | 86.9% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 13.94% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $9,437 | $3,716+154.0% | $4,936+91.2% | $2,756+242.4% |
| Participant deferral / active EE | $8,920 | $6,649+34.2% | $8,071+10.5% | $4,299+107.5% |
| Admin fee / account holder | $3,306 | $7,957-58.5% | $13,005-74.6% | $6,940-52.4% |