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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 | $102,382+130.0% | $147,005+60.2% | $80,874+191.1% |
| Participation rate | 90.2% | 75.8%+14.3pp | 82.2%+8.0pp | 67.6%+22.5pp |
| Annual return | 14.45% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,977 | $3,715+7.1% | $4,934-19.4% | $2,756+44.3% |
| Participant deferral / active EE | $9,446 | $6,646+42.1% | $8,070+17.1% | $4,297+119.8% |
| Admin fee / account holder | $16,798 | $7,942+111.5% | $13,006+29.2% | $6,935+142.2% |