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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 | $197,158 | $102,382+92.6% | $147,005+34.1% | $80,874+143.8% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 16.67% | 134.89%-118.2pp | 418.76%-402.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $4,082 | $3,715+9.9% | $4,934-17.3% | $2,756+48.1% |
| Participant deferral / active EE | $10,804 | $6,646+62.6% | $8,070+33.9% | $4,297+151.4% |
| Admin fee / account holder | $9,610 | $7,942+21.0% | $13,006-26.1% | $6,935+38.6% |