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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 | $199,522 | $102,385+94.9% | $147,080+35.7% | $80,935+146.5% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 12.92% | 135.09%-122.2pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,193 | $3,717+12.8% | $4,933-15.0% | $2,757+52.1% |
| Participant deferral / active EE | $10,373 | $6,651+56.0% | $8,066+28.6% | $4,299+141.3% |
| Admin fee / account holder | $2,215 | $7,951-72.1% | $12,989-82.9% | $6,924-68.0% |