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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 | $171,249 | $102,429+67.2% | $147,096+16.4% | $80,925+111.6% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 13.72% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $4,242 | $3,716+14.2% | $4,936-14.1% | $2,756+53.9% |
| Participant deferral / active EE | $8,196 | $6,649+23.3% | $8,071+1.5% | $4,299+90.7% |
| Admin fee / account holder | $2,455 | $7,957-69.1% | $13,005-81.1% | $6,940-64.6% |