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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 | $171,971 | $98,463+74.7% | $119,258+44.2% | $85,847+100.3% |
| Participation rate | 99.0% | 77.6%+21.4pp | 82.7%+16.2pp | 69.3%+29.6pp |
| Annual return | 14.21% | 38.53%-24.3pp | 30.69%-16.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $7,590 | $3,698+105.2% | $4,384+73.1% | $2,565+195.9% |
| Participant deferral / active EE | $9,439 | $4,942+91.0% | $6,111+54.5% | $3,952+138.8% |
| Admin fee / account holder | $9,667 | $7,493+29.0% | $7,226+33.8% | $6,261+54.4% |