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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 | $178,931 | $102,385+74.8% | $147,080+21.7% | $80,935+121.1% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 20.34% | 135.09%-114.8pp | 420.17%-399.8pp | 35.66%-15.3pp |
| Employer contribution / active EE | $4,058 | $3,717+9.2% | $4,933-17.7% | $2,757+47.2% |
| Participant deferral / active EE | $13,808 | $6,651+107.6% | $8,066+71.2% | $4,299+221.2% |
| Admin fee / account holder | $1,893 | $7,951-76.2% | $12,989-85.4% | $6,924-72.7% |