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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 | $212,203 | $102,385+107.3% | $147,080+44.3% | $80,935+162.2% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 17.96% | 135.09%-117.1pp | 420.17%-402.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $6,319 | $3,717+70.0% | $4,933+28.1% | $2,757+129.2% |
| Participant deferral / active EE | $17,900 | $6,651+169.1% | $8,066+121.9% | $4,299+316.3% |
| Admin fee / account holder | $10,713 | $7,951+34.7% | $12,989-17.5% | $6,924+54.7% |