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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 | $167,539 | $102,422+63.6% | $147,117+13.9% | $80,959+106.9% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 17.64% | 135.16%-117.5pp | 420.54%-402.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $7,216 | $3,717+94.1% | $4,932+46.3% | $2,757+161.7% |
| Participant deferral / active EE | $13,116 | $6,652+97.2% | $8,065+62.6% | $4,300+205.0% |
| Admin fee / account holder | $12,273 | $7,953+54.3% | $12,993-5.5% | $6,925+77.2% |