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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 | $231,620 | $102,385+126.2% | $147,080+57.5% | $80,935+186.2% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 13.93% | 135.09%-121.2pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $4,917 | $3,717+32.3% | $4,933-0.3% | $2,757+78.4% |
| Participant deferral / active EE | $6,790 | $6,651+2.1% | $8,066-15.8% | $4,299+57.9% |
| Admin fee / account holder | $2,653 | $7,951-66.6% | $12,989-79.6% | $6,924-61.7% |