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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 | $167,867 | $102,429+63.9% | $147,096+14.1% | $80,925+107.4% |
| Participation rate | 97.8% | 75.9%+21.9pp | 82.2%+15.6pp | 67.7%+30.1pp |
| Annual return | 14.08% | 135.02%-120.9pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $6,178 | $3,716+66.3% | $4,936+25.2% | $2,756+124.2% |
| Participant deferral / active EE | $6,689 | $6,649+0.6% | $8,071-17.1% | $4,299+55.6% |
| Admin fee / account holder | $15,763 | $7,957+98.1% | $13,005+21.2% | $6,940+127.1% |