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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 | $171,927 | $102,422+67.9% | $147,117+16.9% | $80,959+112.4% |
| Participation rate | 82.1% | 75.9%+6.2pp | 82.2%-0.1pp | 67.7%+14.4pp |
| Annual return | 14.93% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,560 | $3,717+22.7% | $4,932-7.6% | $2,757+65.4% |
| Participant deferral / active EE | $12,439 | $6,652+87.0% | $8,065+54.2% | $4,300+189.3% |
| Admin fee / account holder | $9,461 | $7,953+19.0% | $12,993-27.2% | $6,925+36.6% |