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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 | $163,746 | $102,422+59.9% | $147,117+11.3% | $80,959+102.3% |
| Participation rate | 87.1% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 15.78% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $6,639 | $3,717+78.6% | $4,932+34.6% | $2,757+140.8% |
| Participant deferral / active EE | $9,430 | $6,652+41.8% | $8,065+16.9% | $4,300+119.3% |
| Admin fee / account holder | $17,737 | $7,953+123.0% | $12,993+36.5% | $6,925+156.1% |