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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 | $102,429+107.2% | $147,096+44.3% | $80,925+162.2% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 17.96% | 135.02%-117.1pp | 419.75%-401.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $6,319 | $3,716+70.1% | $4,936+28.0% | $2,756+129.3% |
| Participant deferral / active EE | $17,900 | $6,649+169.2% | $8,071+121.8% | $4,299+316.4% |
| Admin fee / account holder | $10,713 | $7,957+34.6% | $13,005-17.6% | $6,940+54.4% |