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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 | $210,458 | $102,385+105.6% | $147,080+43.1% | $80,935+160.0% |
| Participation rate | 91.3% | 75.9%+15.4pp | 82.2%+9.1pp | 67.7%+23.6pp |
| Annual return | 12.13% | 135.09%-123.0pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $4,080 | $3,717+9.8% | $4,933-17.3% | $2,757+48.0% |
| Participant deferral / active EE | $14,912 | $6,651+124.2% | $8,066+84.9% | $4,299+246.8% |
| Admin fee / account holder | $37,493 | $7,951+371.5% | $12,989+188.7% | $6,924+441.5% |