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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 | $207,000 | $102,429+102.1% | $147,096+40.7% | $80,925+155.8% |
| Participation rate | 94.2% | 75.9%+18.3pp | 82.2%+12.0pp | 67.7%+26.5pp |
| Annual return | 13.97% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $7,988 | $3,716+115.0% | $4,936+61.8% | $2,756+189.8% |
| Participant deferral / active EE | $12,612 | $6,649+89.7% | $8,071+56.3% | $4,299+193.4% |
| Admin fee / account holder | $28,830 | $7,957+262.3% | $13,005+121.7% | $6,940+315.4% |