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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 | $228,317 | $102,393+123.0% | $147,041+55.3% | $80,911+182.2% |
| Participation rate | 85.4% | 75.9%+9.6pp | 82.2%+3.2pp | 67.6%+17.8pp |
| Annual return | 12.78% | 134.95%-122.2pp | 419.21%-406.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $4,867 | $3,715+31.0% | $4,935-1.4% | $2,756+76.6% |
| Participant deferral / active EE | $10,238 | $6,647+54.0% | $8,071+26.8% | $4,297+138.2% |
| Admin fee / account holder | $11,103 | $7,943+39.8% | $13,006-14.6% | $6,935+60.1% |