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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 | $170,193 | $102,429+66.2% | $147,096+15.7% | $80,925+110.3% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 26.19% | 135.02%-108.8pp | 419.75%-393.6pp | 35.65%-9.5pp |
| Employer contribution / active EE | $4,145 | $3,716+11.6% | $4,936-16.0% | $2,756+50.4% |
| Participant deferral / active EE | $5,820 | $6,649-12.5% | $8,071-27.9% | $4,299+35.4% |
| Admin fee / account holder | $853 | $7,957-89.3% | $13,005-93.4% | $6,940-87.7% |