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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 | $242,584 | $102,422+136.8% | $147,117+64.9% | $80,959+199.6% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 14.30% | 135.16%-120.9pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $11,782 | $3,717+216.9% | $4,932+138.9% | $2,757+327.3% |
| Participant deferral / active EE | $9,768 | $6,652+46.8% | $8,065+21.1% | $4,300+127.1% |
| Admin fee / account holder | $10,396 | $7,953+30.7% | $12,993-20.0% | $6,925+50.1% |