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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 | $229,350 | $102,422+123.9% | $147,117+55.9% | $80,959+183.3% |
| Participation rate | 90.2% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.6pp |
| Annual return | 14.85% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $5,252 | $3,717+41.3% | $4,932+6.5% | $2,757+90.5% |
| Participant deferral / active EE | $14,929 | $6,652+124.4% | $8,065+85.1% | $4,300+247.2% |
| Admin fee / account holder | $9,901 | $7,953+24.5% | $12,993-23.8% | $6,925+43.0% |