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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 | $216,258 | $102,385+111.2% | $147,080+47.0% | $80,935+167.2% |
| Participation rate | 95.8% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.2pp |
| Annual return | 15.04% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $4,709 | $3,717+26.7% | $4,933-4.6% | $2,757+70.8% |
| Participant deferral / active EE | $10,164 | $6,651+52.8% | $8,066+26.0% | $4,299+136.4% |
| Admin fee / account holder | $21,808 | $7,951+174.3% | $12,989+67.9% | $6,924+214.9% |