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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 | $102,382+106.4% | $147,005+43.7% | $80,874+161.3% |
| Participation rate | 88.9% | 75.8%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 12.05% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $5,421 | $3,715+45.9% | $4,934+9.9% | $2,756+96.7% |
| Participant deferral / active EE | $10,004 | $6,646+50.5% | $8,070+24.0% | $4,297+132.8% |
| Admin fee / account holder | $37,957 | $7,942+377.9% | $13,006+191.8% | $6,935+447.3% |