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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 | $183,351 | $102,422+79.0% | $147,117+24.6% | $80,959+126.5% |
| Participation rate | 89.5% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 13.22% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $7,807 | $3,717+110.0% | $4,932+58.3% | $2,757+183.2% |
| Participant deferral / active EE | $9,020 | $6,652+35.6% | $8,065+11.8% | $4,300+109.7% |
| Admin fee / account holder | $22,022 | $7,953+176.9% | $12,993+69.5% | $6,925+218.0% |