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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 | $174,052 | $102,385+70.0% | $147,080+18.3% | $80,935+115.1% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 16.21% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.4pp |
| Employer contribution / active EE | $4,250 | $3,717+14.3% | $4,933-13.9% | $2,757+54.2% |
| Participant deferral / active EE | $9,957 | $6,651+49.7% | $8,066+23.4% | $4,299+131.6% |
| Admin fee / account holder | $36,171 | $7,951+354.9% | $12,989+178.5% | $6,924+422.4% |