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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 | $102,422+74.4% | $147,117+21.4% | $80,959+120.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 12.41% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $23,133 | $3,717+522.3% | $4,932+369.0% | $2,757+739.0% |
| Participant deferral / active EE | $3,269 | $6,652-50.9% | $8,065-59.5% | $4,300-24.0% |
| Admin fee / account holder | $14,704 | $7,953+84.9% | $12,993+13.2% | $6,925+112.3% |