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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 | $167,818 | $137,414+22.1% | $189,520-11.5% | $85,856+95.5% |
| Participation rate | 96.8% | 84.6%+12.2pp | 87.8%+9.0pp | 69.3%+27.5pp |
| Annual return | 15.91% | 38.14%-22.2pp | 555.25%-539.3pp | 318.58%-302.7pp |
| Employer contribution / active EE | $11,756 | $4,344+170.6% | $6,161+90.8% | $2,565+358.3% |
| Participant deferral / active EE | $12,772 | $6,260+104.0% | $8,220+55.4% | $3,952+223.2% |
| Admin fee / account holder | $3,754 | $8,630-56.5% | $12,046-68.8% | $6,261-40.0% |