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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 | $177,109 | $102,422+72.9% | $147,117+20.4% | $80,959+118.8% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 16.45% | 135.16%-118.7pp | 420.54%-404.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $4,440 | $3,717+19.4% | $4,932-10.0% | $2,757+61.0% |
| Participant deferral / active EE | $8,477 | $6,652+27.4% | $8,065+5.1% | $4,300+97.1% |
| Admin fee / account holder | $3,744 | $7,953-52.9% | $12,993-71.2% | $6,925-45.9% |