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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 | $170,260 | $102,382+66.3% | $147,005+15.8% | $80,874+110.5% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 12.83% | 134.89%-122.1pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $5,240 | $3,715+41.0% | $4,934+6.2% | $2,756+90.1% |
| Participant deferral / active EE | $8,990 | $6,646+35.3% | $8,070+11.4% | $4,297+109.2% |
| Admin fee / account holder | $5,239 | $7,942-34.0% | $13,006-59.7% | $6,935-24.5% |