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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 | $195,340 | $102,422+90.7% | $147,117+32.8% | $80,959+141.3% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 13.87% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $5,055 | $3,717+36.0% | $4,932+2.5% | $2,757+83.3% |
| Participant deferral / active EE | $15,962 | $6,652+140.0% | $8,065+97.9% | $4,300+271.2% |
| Admin fee / account holder | $22,149 | $7,953+178.5% | $12,993+70.5% | $6,925+219.8% |