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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 | $102,422+66.6% | $147,117+16.0% | $80,959+110.7% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 14.30% | 135.16%-120.9pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,317 | $3,717+16.1% | $4,932-12.5% | $2,757+56.6% |
| Participant deferral / active EE | $13,857 | $6,652+108.3% | $8,065+71.8% | $4,300+222.2% |
| Admin fee / account holder | $2,881 | $7,953-63.8% | $12,993-77.8% | $6,925-58.4% |