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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 | $236,690 | $102,429+131.1% | $147,096+60.9% | $80,925+192.5% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 13.20% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $3,110 | $3,716-16.3% | $4,936-37.0% | $2,756+12.8% |
| Participant deferral / active EE | $11,478 | $6,649+72.6% | $8,071+42.2% | $4,299+167.0% |
| Admin fee / account holder | $26,709 | $7,957+235.7% | $13,005+105.4% | $6,940+284.9% |