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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 | $174,452 | $102,382+70.4% | $147,005+18.7% | $80,874+115.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 13.59% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $4,160 | $3,715+12.0% | $4,934-15.7% | $2,756+51.0% |
| Participant deferral / active EE | $5,780 | $6,646-13.0% | $8,070-28.4% | $4,297+34.5% |
| Admin fee / account holder | $148,224 | $7,942+1766.3% | $13,006+1039.6% | $6,935+2037.3% |