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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 | $198,235 | $102,422+93.5% | $147,117+34.7% | $80,959+144.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 15.59% | 135.16%-119.6pp | 420.54%-404.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $10,350 | $3,717+178.4% | $4,932+109.8% | $2,757+275.4% |
| Participant deferral / active EE | $7,685 | $6,652+15.5% | $8,065-4.7% | $4,300+78.7% |
| Admin fee / account holder | $17,462 | $7,953+119.6% | $12,993+34.4% | $6,925+152.1% |