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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 | $174,556 | $102,393+70.5% | $147,041+18.7% | $80,911+115.7% |
| Participation rate | 87.0% | 75.9%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 16.49% | 134.95%-118.5pp | 419.21%-402.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $7,133 | $3,715+92.0% | $4,935+44.5% | $2,756+158.8% |
| Participant deferral / active EE | $6,304 | $6,647-5.2% | $8,071-21.9% | $4,297+46.7% |
| Admin fee / account holder | $1,380 | $7,943-82.6% | $13,006-89.4% | $6,935-80.1% |