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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 | $238,254 | $102,422+132.6% | $147,117+61.9% | $80,959+194.3% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 16.03% | 135.16%-119.1pp | 420.54%-404.5pp | 35.67%-19.6pp |
| Employer contribution / active EE | $7,862 | $3,717+111.5% | $4,932+59.4% | $2,757+185.1% |
| Participant deferral / active EE | $10,838 | $6,652+62.9% | $8,065+34.4% | $4,300+152.0% |
| Admin fee / account holder | $15,180 | $7,953+90.9% | $12,993+16.8% | $6,925+119.2% |