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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 | $102,429+69.9% | $147,096+18.3% | $80,925+115.1% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 16.21% | 135.02%-118.8pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $4,250 | $3,716+14.4% | $4,936-13.9% | $2,756+54.2% |
| Participant deferral / active EE | $9,957 | $6,649+49.8% | $8,071+23.4% | $4,299+131.6% |
| Admin fee / account holder | $36,171 | $7,957+354.6% | $13,005+178.1% | $6,940+421.2% |