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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 | $170,600 | $102,429+66.6% | $147,096+16.0% | $80,925+110.8% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 14.30% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $4,317 | $3,716+16.2% | $4,936-12.5% | $2,756+56.6% |
| Participant deferral / active EE | $13,857 | $6,649+108.4% | $8,071+71.7% | $4,299+222.3% |
| Admin fee / account holder | $2,881 | $7,957-63.8% | $13,005-77.8% | $6,940-58.5% |