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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 | $184,886 | $102,382+80.6% | $147,005+25.8% | $80,874+128.6% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.0pp | 67.6%+18.6pp |
| Annual return | 13.80% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $8,792 | $3,715+136.7% | $4,934+78.2% | $2,756+219.1% |
| Participant deferral / active EE | $9,676 | $6,646+45.6% | $8,070+19.9% | $4,297+125.2% |
| Admin fee / account holder | $10,491 | $7,942+32.1% | $13,006-19.3% | $6,935+51.3% |