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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 | $212,491 | $102,422+107.5% | $147,117+44.4% | $80,959+162.5% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 24.92% | 135.16%-110.2pp | 420.54%-395.6pp | 35.67%-10.7pp |
| Employer contribution / active EE | $4,001 | $3,717+7.6% | $4,932-18.9% | $2,757+45.1% |
| Participant deferral / active EE | $8,215 | $6,652+23.5% | $8,065+1.9% | $4,300+91.0% |
| Admin fee / account holder | $11,250 | $7,953+41.4% | $12,993-13.4% | $6,925+62.4% |