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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 | $187,579 | $102,422+83.1% | $147,117+27.5% | $80,959+131.7% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 13.78% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $12,884 | $3,717+246.6% | $4,932+161.2% | $2,757+367.3% |
| Participant deferral / active EE | $15,364 | $6,652+131.0% | $8,065+90.5% | $4,300+257.3% |
| Admin fee / account holder | $7,388 | $7,953-7.1% | $12,993-43.1% | $6,925+6.7% |