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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 | $102,385+123.0% | $147,080+55.2% | $80,935+182.1% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.2%+3.2pp | 67.7%+17.8pp |
| Annual return | 12.78% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $4,867 | $3,717+31.0% | $4,933-1.3% | $2,757+76.6% |
| Participant deferral / active EE | $10,238 | $6,651+53.9% | $8,066+26.9% | $4,299+138.1% |
| Admin fee / account holder | $11,103 | $7,951+39.6% | $12,989-14.5% | $6,924+60.3% |