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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 | $179,668 | $102,429+75.4% | $147,096+22.1% | $80,925+122.0% |
| Participation rate | 98.2% | 75.9%+22.3pp | 82.2%+16.0pp | 67.7%+30.5pp |
| Annual return | 35.96% | 135.02%-99.1pp | 419.75%-383.8pp | 35.65%+0.3pp |
| Employer contribution / active EE | $10,657 | $3,716+186.8% | $4,936+115.9% | $2,756+286.6% |
| Participant deferral / active EE | $6,274 | $6,649-5.6% | $8,071-22.3% | $4,299+46.0% |
| Admin fee / account holder | $6,436 | $7,957-19.1% | $13,005-50.5% | $6,940-7.3% |