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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 | $102,422+95.4% | $147,117+36.0% | $80,959+147.2% |
| Participation rate | 86.9% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 13.94% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $9,437 | $3,717+153.9% | $4,932+91.3% | $2,757+242.3% |
| Participant deferral / active EE | $8,920 | $6,652+34.1% | $8,065+10.6% | $4,300+107.4% |
| Admin fee / account holder | $3,306 | $7,953-58.4% | $12,993-74.6% | $6,925-52.3% |