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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 | $238,186 | $102,382+132.6% | $147,005+62.0% | $80,874+194.5% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 12.89% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $6,383 | $3,715+71.8% | $4,934+29.4% | $2,756+131.6% |
| Participant deferral / active EE | $8,904 | $6,646+34.0% | $8,070+10.3% | $4,297+107.2% |
| Admin fee / account holder | $61,381 | $7,942+672.8% | $13,006+371.9% | $6,935+785.1% |