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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 | $192,566 | $102,422+88.0% | $147,117+30.9% | $80,959+137.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 14.99% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $5,699 | $3,717+53.3% | $4,932+15.5% | $2,757+106.7% |
| Participant deferral / active EE | $6,348 | $6,652-4.6% | $8,065-21.3% | $4,300+47.6% |
| Admin fee / account holder | $24,876 | $7,953+212.8% | $12,993+91.5% | $6,925+259.2% |