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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 | $102,393+59.9% | $147,041+11.4% | $80,911+102.4% |
| Participation rate | 87.1% | 75.9%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 15.78% | 134.95%-119.2pp | 419.21%-403.4pp | 35.63%-19.9pp |
| Employer contribution / active EE | $6,639 | $3,715+78.7% | $4,935+34.5% | $2,756+140.9% |
| Participant deferral / active EE | $9,430 | $6,647+41.9% | $8,071+16.8% | $4,297+119.4% |
| Admin fee / account holder | $17,737 | $7,943+123.3% | $13,006+36.4% | $6,935+155.8% |