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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 | $220,555 | $102,385+115.4% | $147,080+50.0% | $80,935+172.5% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 13.72% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-21.9pp |
| Employer contribution / active EE | $11,477 | $3,717+208.8% | $4,933+132.6% | $2,757+316.3% |
| Participant deferral / active EE | $19,879 | $6,651+198.9% | $8,066+146.4% | $4,299+362.4% |
| Admin fee / account holder | $5,087 | $7,951-36.0% | $12,989-60.8% | $6,924-26.5% |