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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 | $226,289 | $102,422+120.9% | $147,117+53.8% | $80,959+179.5% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 12.67% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $12,089 | $3,717+225.2% | $4,932+145.1% | $2,757+338.4% |
| Participant deferral / active EE | $9,516 | $6,652+43.0% | $8,065+18.0% | $4,300+121.3% |
| Admin fee / account holder | $10,979 | $7,953+38.0% | $12,993-15.5% | $6,925+58.5% |