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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 | $208,670 | $102,429+103.7% | $147,096+41.9% | $80,925+157.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 13.71% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $5,055 | $3,716+36.0% | $4,936+2.4% | $2,756+83.4% |
| Participant deferral / active EE | $13,966 | $6,649+110.1% | $8,071+73.0% | $4,299+224.9% |
| Admin fee / account holder | $2,658 | $7,957-66.6% | $13,005-79.6% | $6,940-61.7% |