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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 | $202,710 | $102,385+98.0% | $147,080+37.8% | $80,935+150.5% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 21.47% | 135.09%-113.6pp | 420.17%-398.7pp | 35.66%-14.2pp |
| Employer contribution / active EE | $5,118 | $3,717+37.7% | $4,933+3.7% | $2,757+85.7% |
| Participant deferral / active EE | $11,084 | $6,651+66.7% | $8,066+37.4% | $4,299+157.8% |
| Admin fee / account holder | $1,352 | $7,951-83.0% | $12,989-89.6% | $6,924-80.5% |