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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 | $231,070 | $102,385+125.7% | $147,080+57.1% | $80,935+185.5% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 18.47% | 135.09%-116.6pp | 420.17%-401.7pp | 35.66%-17.2pp |
| Employer contribution / active EE | $4,294 | $3,717+15.5% | $4,933-13.0% | $2,757+55.8% |
| Participant deferral / active EE | $10,031 | $6,651+50.8% | $8,066+24.4% | $4,299+133.3% |
| Admin fee / account holder | $3,428 | $7,951-56.9% | $12,989-73.6% | $6,924-50.5% |