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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 | $221,238 | $102,422+116.0% | $147,117+50.4% | $80,959+173.3% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 13.96% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $8,167 | $3,717+119.7% | $4,932+65.6% | $2,757+196.2% |
| Participant deferral / active EE | $10,207 | $6,652+53.4% | $8,065+26.6% | $4,300+137.3% |
| Admin fee / account holder | $3,206 | $7,953-59.7% | $12,993-75.3% | $6,925-53.7% |