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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 | $235,441 | $102,422+129.9% | $147,117+60.0% | $80,959+190.8% |
| Participation rate | 90.2% | 75.9%+14.3pp | 82.2%+8.0pp | 67.7%+22.5pp |
| Annual return | 14.45% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $3,977 | $3,717+7.0% | $4,932-19.4% | $2,757+44.3% |
| Participant deferral / active EE | $9,446 | $6,652+42.0% | $8,065+17.1% | $4,300+119.6% |
| Admin fee / account holder | $16,798 | $7,953+111.2% | $12,993+29.3% | $6,925+142.6% |