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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 | $179,333 | $102,422+75.1% | $147,117+21.9% | $80,959+121.5% |
| Participation rate | 94.0% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 16.53% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $4,459 | $3,717+19.9% | $4,932-9.6% | $2,757+61.7% |
| Participant deferral / active EE | $11,588 | $6,652+74.2% | $8,065+43.7% | $4,300+169.5% |
| Admin fee / account holder | $43,686 | $7,953+449.3% | $12,993+236.2% | $6,925+530.8% |