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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 | $228,806 | $102,422+123.4% | $147,117+55.5% | $80,959+182.6% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.7pp |
| Annual return | 13.43% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $6,929 | $3,717+86.4% | $4,932+40.5% | $2,757+151.3% |
| Participant deferral / active EE | $13,798 | $6,652+107.4% | $8,065+71.1% | $4,300+220.9% |
| Admin fee / account holder | $24,385 | $7,953+206.6% | $12,993+87.7% | $6,925+252.1% |