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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 | $157,501 | $102,385+53.8% | $147,080+7.1% | $80,935+94.6% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 12.63% | 135.09%-122.5pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $11,309 | $3,717+204.3% | $4,933+129.2% | $2,757+310.2% |
| Participant deferral / active EE | $11,398 | $6,651+71.4% | $8,066+41.3% | $4,299+165.1% |
| Admin fee / account holder | $3,355 | $7,951-57.8% | $12,989-74.2% | $6,924-51.5% |