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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 | $102,393+67.9% | $147,041+16.9% | $80,911+112.5% |
| Participation rate | 82.1% | 75.9%+6.2pp | 82.2%-0.1pp | 67.6%+14.4pp |
| Annual return | 14.93% | 134.95%-120.0pp | 419.21%-404.3pp | 35.63%-20.7pp |
| Employer contribution / active EE | $4,560 | $3,715+22.7% | $4,935-7.6% | $2,756+65.5% |
| Participant deferral / active EE | $12,439 | $6,647+87.1% | $8,071+54.1% | $4,297+189.5% |
| Admin fee / account holder | $9,461 | $7,943+19.1% | $13,006-27.3% | $6,935+36.4% |