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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 | $102,393+121.0% | $147,041+53.9% | $80,911+179.7% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.6%+30.4pp |
| Annual return | 12.67% | 134.95%-122.3pp | 419.21%-406.5pp | 35.63%-23.0pp |
| Employer contribution / active EE | $12,089 | $3,715+225.4% | $4,935+145.0% | $2,756+338.7% |
| Participant deferral / active EE | $9,516 | $6,647+43.2% | $8,071+17.9% | $4,297+121.4% |
| Admin fee / account holder | $10,979 | $7,943+38.2% | $13,006-15.6% | $6,935+58.3% |