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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 | $169,162 | $102,429+65.2% | $147,096+15.0% | $80,925+109.0% |
| Participation rate | 86.2% | 75.9%+10.3pp | 82.2%+4.0pp | 67.7%+18.5pp |
| Annual return | 16.07% | 135.02%-119.0pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $4,274 | $3,716+15.0% | $4,936-13.4% | $2,756+55.1% |
| Participant deferral / active EE | $12,623 | $6,649+89.9% | $8,071+56.4% | $4,299+193.7% |
| Admin fee / account holder | $3,344 | $7,957-58.0% | $13,005-74.3% | $6,940-51.8% |