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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 | $239,618 | $102,385+134.0% | $147,080+62.9% | $80,935+196.1% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 14.50% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $5,589 | $3,717+50.4% | $4,933+13.3% | $2,757+102.7% |
| Participant deferral / active EE | $12,398 | $6,651+86.4% | $8,066+53.7% | $4,299+188.4% |
| Admin fee / account holder | $17,646 | $7,951+121.9% | $12,989+35.9% | $6,924+154.8% |