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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 | $163,826 | $102,429+59.9% | $147,096+11.4% | $80,925+102.4% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 12.96% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $4,814 | $3,716+29.6% | $4,936-2.5% | $2,756+74.7% |
| Participant deferral / active EE | $11,201 | $6,649+68.5% | $8,071+38.8% | $4,299+160.6% |
| Admin fee / account holder | $51,474 | $7,957+546.9% | $13,005+295.8% | $6,940+641.7% |