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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 | $200,501 | $102,385+95.8% | $147,080+36.3% | $80,935+147.7% |
| Participation rate | 90.5% | 75.9%+14.6pp | 82.2%+8.3pp | 67.7%+22.8pp |
| Annual return | 13.50% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $10,771 | $3,717+189.8% | $4,933+118.3% | $2,757+290.7% |
| Participant deferral / active EE | $19,699 | $6,651+196.2% | $8,066+144.2% | $4,299+358.2% |
| Admin fee / account holder | $9,160 | $7,951+15.2% | $12,989-29.5% | $6,924+32.3% |