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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 | $233,463 | $102,422+127.9% | $147,117+58.7% | $80,959+188.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 17.31% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $4,447 | $3,717+19.6% | $4,932-9.8% | $2,757+61.3% |
| Participant deferral / active EE | $10,758 | $6,652+61.7% | $8,065+33.4% | $4,300+150.2% |
| Admin fee / account holder | $6,159 | $7,953-22.6% | $12,993-52.6% | $6,925-11.1% |