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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 | $102,429+124.1% | $147,096+56.0% | $80,925+183.6% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 14.64% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $7,033 | $3,716+89.3% | $4,936+42.5% | $2,756+155.2% |
| Participant deferral / active EE | $7,869 | $6,649+18.4% | $8,071-2.5% | $4,299+83.1% |
| Admin fee / account holder | $20,548 | $7,957+158.2% | $13,005+58.0% | $6,940+196.1% |