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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 | $210,730 | $102,385+105.8% | $147,080+43.3% | $80,935+160.4% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 13.64% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $8,118 | $3,717+118.4% | $4,933+64.6% | $2,757+194.5% |
| Participant deferral / active EE | $10,355 | $6,651+55.7% | $8,066+28.4% | $4,299+140.8% |
| Admin fee / account holder | $17,812 | $7,951+124.0% | $12,989+37.1% | $6,924+157.2% |