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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 | $211,295 | $102,429+106.3% | $147,096+43.6% | $80,925+161.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 12.05% | 135.02%-123.0pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $5,421 | $3,716+45.9% | $4,936+9.8% | $2,756+96.7% |
| Participant deferral / active EE | $10,004 | $6,649+50.5% | $8,071+23.9% | $4,299+132.7% |
| Admin fee / account holder | $37,957 | $7,957+377.0% | $13,005+191.9% | $6,940+446.9% |