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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 | $183,758 | $102,422+79.4% | $147,117+24.9% | $80,959+127.0% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 12.64% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,595 | $3,717-3.3% | $4,932-27.1% | $2,757+30.4% |
| Participant deferral / active EE | $14,019 | $6,652+110.7% | $8,065+73.8% | $4,300+226.0% |
| Admin fee / account holder | $29,580 | $7,953+271.9% | $12,993+127.7% | $6,925+327.1% |