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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 | $102,382+121.0% | $147,005+53.9% | $80,874+179.8% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.8pp | 67.6%+30.4pp |
| Annual return | 12.67% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $12,089 | $3,715+225.4% | $4,934+145.0% | $2,756+338.7% |
| Participant deferral / active EE | $9,516 | $6,646+43.2% | $8,070+17.9% | $4,297+121.5% |
| Admin fee / account holder | $10,979 | $7,942+38.2% | $13,006-15.6% | $6,935+58.3% |