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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 | $168,201 | $102,429+64.2% | $147,096+14.3% | $80,925+107.8% |
| Participation rate | 96.9% | 75.9%+21.1pp | 82.2%+14.7pp | 67.7%+29.3pp |
| Annual return | 14.71% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $15,666 | $3,716+321.6% | $4,936+217.4% | $2,756+468.4% |
| Participant deferral / active EE | $13,752 | $6,649+106.8% | $8,071+70.4% | $4,299+219.9% |
| Admin fee / account holder | $13,771 | $7,957+73.1% | $13,005+5.9% | $6,940+98.4% |