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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 | $102,385+67.3% | $147,080+16.4% | $80,935+111.6% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 13.72% | 135.09%-121.4pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $4,242 | $3,717+14.1% | $4,933-14.0% | $2,757+53.9% |
| Participant deferral / active EE | $8,196 | $6,651+23.2% | $8,066+1.6% | $4,299+90.6% |
| Admin fee / account holder | $2,455 | $7,951-69.1% | $12,989-81.1% | $6,924-64.5% |