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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 | $164,009 | $102,385+60.2% | $147,080+11.5% | $80,935+102.6% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 14.67% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $9,365 | $3,717+152.0% | $4,933+89.8% | $2,757+239.7% |
| Participant deferral / active EE | $10,814 | $6,651+62.6% | $8,066+34.1% | $4,299+151.5% |
| Admin fee / account holder | $1,134 | $7,951-85.7% | $12,989-91.3% | $6,924-83.6% |