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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 | $196,383 | $102,422+91.7% | $147,117+33.5% | $80,959+142.6% |
| Participation rate | 91.1% | 75.9%+15.2pp | 82.2%+8.9pp | 67.7%+23.4pp |
| Annual return | 12.27% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $5,236 | $3,717+40.8% | $4,932+6.1% | $2,757+89.9% |
| Participant deferral / active EE | $9,207 | $6,652+38.4% | $8,065+14.2% | $4,300+114.1% |
| Admin fee / account holder | $4,732 | $7,953-40.5% | $12,993-63.6% | $6,925-31.7% |