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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 | $102,385+70.4% | $147,080+18.6% | $80,935+115.5% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 13.59% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $4,160 | $3,717+11.9% | $4,933-15.7% | $2,757+50.9% |
| Participant deferral / active EE | $5,780 | $6,651-13.1% | $8,066-28.3% | $4,299+34.4% |
| Admin fee / account holder | $148,224 | $7,951+1764.1% | $12,989+1041.2% | $6,924+2040.6% |