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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 | $229,492 | $102,422+124.1% | $147,117+56.0% | $80,959+183.5% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 14.64% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $7,033 | $3,717+89.2% | $4,932+42.6% | $2,757+155.1% |
| Participant deferral / active EE | $7,869 | $6,652+18.3% | $8,065-2.4% | $4,300+83.0% |
| Admin fee / account holder | $20,548 | $7,953+158.4% | $12,993+58.2% | $6,925+196.7% |