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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 | $219,667 | $102,385+114.5% | $147,080+49.4% | $80,935+171.4% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 17.60% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $9,033 | $3,717+143.0% | $4,933+83.1% | $2,757+227.7% |
| Participant deferral / active EE | $13,690 | $6,651+105.8% | $8,066+69.7% | $4,299+218.4% |
| Admin fee / account holder | $43,026 | $7,951+441.1% | $12,989+231.3% | $6,924+521.4% |