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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 | $164,403 | $105,210+56.3% | $159,487+3.1% | $85,851+91.5% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 14.85% | 45.08%-30.2pp | 263.71%-248.9pp | 318.63%-303.8pp |
| Employer contribution / active EE | $7,253 | $3,319+118.5% | $4,831+50.1% | $2,565+182.7% |
| Participant deferral / active EE | $9,808 | $5,946+64.9% | $7,354+33.4% | $3,952+148.2% |
| Admin fee / account holder | $9,893 | $6,934+42.7% | $10,804-8.4% | $6,261+58.0% |