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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 | $198,047 | $102,429+93.4% | $147,096+34.6% | $80,925+144.7% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.0pp | 67.7%+30.6pp |
| Annual return | 13.05% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $11,589 | $3,716+211.9% | $4,936+134.8% | $2,756+320.5% |
| Participant deferral / active EE | $9,371 | $6,649+40.9% | $8,071+16.1% | $4,299+118.0% |
| Admin fee / account holder | $1,710 | $7,957-78.5% | $13,005-86.9% | $6,940-75.4% |