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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 | $170,656 | $102,429+66.6% | $147,096+16.0% | $80,925+110.9% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 20.50% | 135.02%-114.5pp | 419.75%-399.3pp | 35.65%-15.2pp |
| Employer contribution / active EE | $6,626 | $3,716+78.3% | $4,936+34.2% | $2,756+140.4% |
| Participant deferral / active EE | $8,864 | $6,649+33.3% | $8,071+9.8% | $4,299+106.2% |
| Admin fee / account holder | $3,536 | $7,957-55.6% | $13,005-72.8% | $6,940-49.1% |