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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 | $144,676 | $99,957+44.7% | $149,715-3.4% | $73,493+96.9% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 18.34% | 53.87%-35.5pp | 276.66%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $5,726 | $3,191+79.4% | $4,645+23.3% | $2,270+152.3% |
| Participant deferral / active EE | $7,182 | $6,073+18.3% | $6,842+5.0% | $3,740+92.0% |
| Admin fee / account holder | $12,938 | $551+2249.4% | $9,310+39.0% | $513+2421.7% |