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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 | $233,423 | $102,422+127.9% | $147,117+58.7% | $80,959+188.3% |
| Participation rate | 90.4% | 75.9%+14.5pp | 82.2%+8.2pp | 67.7%+22.7pp |
| Annual return | 13.08% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $7,472 | $3,717+101.0% | $4,932+51.5% | $2,757+171.0% |
| Participant deferral / active EE | $14,500 | $6,652+118.0% | $8,065+79.8% | $4,300+237.2% |
| Admin fee / account holder | $9,493 | $7,953+19.4% | $12,993-26.9% | $6,925+37.1% |