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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 | $102,385+102.2% | $147,080+40.7% | $80,935+155.8% |
| Participation rate | 94.2% | 75.9%+18.3pp | 82.2%+12.0pp | 67.7%+26.5pp |
| Annual return | 13.97% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $7,988 | $3,717+114.9% | $4,933+61.9% | $2,757+189.8% |
| Participant deferral / active EE | $12,612 | $6,651+89.6% | $8,066+56.4% | $4,299+193.3% |
| Admin fee / account holder | $28,830 | $7,951+262.6% | $12,989+122.0% | $6,924+316.4% |