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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 | $102,429+70.3% | $147,096+18.6% | $80,925+115.6% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 13.59% | 135.02%-121.4pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $4,160 | $3,716+12.0% | $4,936-15.7% | $2,756+50.9% |
| Participant deferral / active EE | $5,780 | $6,649-13.1% | $8,071-28.4% | $4,299+34.5% |
| Admin fee / account holder | $148,224 | $7,957+1762.8% | $13,005+1039.7% | $6,940+2035.8% |