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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 | $178,600 | $102,382+74.4% | $147,005+21.5% | $80,874+120.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 12.41% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $23,133 | $3,715+522.7% | $4,934+368.8% | $2,756+739.5% |
| Participant deferral / active EE | $3,269 | $6,646-50.8% | $8,070-59.5% | $4,297-23.9% |
| Admin fee / account holder | $14,704 | $7,942+85.1% | $13,006+13.1% | $6,935+112.0% |