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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 | $167,223 | $102,393+63.3% | $147,041+13.7% | $80,911+106.7% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 16.49% | 134.95%-118.5pp | 419.21%-402.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $9,614 | $3,715+158.8% | $4,935+94.8% | $2,756+248.9% |
| Participant deferral / active EE | $16,654 | $6,647+150.5% | $8,071+106.3% | $4,297+287.6% |
| Admin fee / account holder | $6,625 | $7,943-16.6% | $13,006-49.1% | $6,935-4.5% |