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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 | $170,208 | $102,429+66.2% | $147,096+15.7% | $80,925+110.3% |
| Participation rate | 92.7% | 75.9%+16.9pp | 82.2%+10.5pp | 67.7%+25.1pp |
| Annual return | 18.88% | 135.02%-116.1pp | 419.75%-400.9pp | 35.65%-16.8pp |
| Employer contribution / active EE | $4,973 | $3,716+33.8% | $4,936+0.7% | $2,756+80.4% |
| Participant deferral / active EE | $11,781 | $6,649+77.2% | $8,071+46.0% | $4,299+174.1% |
| Admin fee / account holder | $8,594 | $7,957+8.0% | $13,005-33.9% | $6,940+23.8% |