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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 | $102,422+106.3% | $147,117+43.6% | $80,959+161.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 12.05% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $5,421 | $3,717+45.8% | $4,932+9.9% | $2,757+96.6% |
| Participant deferral / active EE | $10,004 | $6,652+50.4% | $8,065+24.0% | $4,300+132.6% |
| Admin fee / account holder | $37,957 | $7,953+377.2% | $12,993+192.1% | $6,925+448.1% |