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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 | $102,382+75.5% | $147,005+22.2% | $80,874+122.2% |
| Participation rate | 98.2% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 35.96% | 134.89%-98.9pp | 418.76%-382.8pp | 35.62%+0.3pp |
| Employer contribution / active EE | $10,657 | $3,715+186.9% | $4,934+116.0% | $2,756+286.7% |
| Participant deferral / active EE | $6,274 | $6,646-5.6% | $8,070-22.3% | $4,297+46.0% |
| Admin fee / account holder | $6,436 | $7,942-19.0% | $13,006-50.5% | $6,935-7.2% |