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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 | $167,249 | $105,210+59.0% | $159,487+4.9% | $85,851+94.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.3pp | 69.3%+21.9pp |
| Annual return | 14.53% | 45.08%-30.5pp | 263.71%-249.2pp | 318.63%-304.1pp |
| Employer contribution / active EE | $7,245 | $3,319+118.3% | $4,831+50.0% | $2,565+182.4% |
| Participant deferral / active EE | $6,965 | $5,946+17.1% | $7,354-5.3% | $3,952+76.2% |
| Admin fee / account holder | $546 | $6,934-92.1% | $10,804-94.9% | $6,261-91.3% |