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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 | $102,429+74.4% | $147,096+21.4% | $80,925+120.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 12.41% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $23,133 | $3,716+522.6% | $4,936+368.7% | $2,756+739.3% |
| Participant deferral / active EE | $3,269 | $6,649-50.8% | $8,071-59.5% | $4,299-23.9% |
| Admin fee / account holder | $14,704 | $7,957+84.8% | $13,005+13.1% | $6,940+111.9% |