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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 | $102,429+136.8% | $147,096+64.9% | $80,925+199.8% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 14.30% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $11,782 | $3,716+217.1% | $4,936+138.7% | $2,756+327.5% |
| Participant deferral / active EE | $9,768 | $6,649+46.9% | $8,071+21.0% | $4,299+127.2% |
| Admin fee / account holder | $10,396 | $7,957+30.7% | $13,005-20.1% | $6,940+49.8% |