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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 | $102,422+65.2% | $147,117+15.0% | $80,959+108.9% |
| Participation rate | 86.2% | 75.9%+10.3pp | 82.2%+4.0pp | 67.7%+18.5pp |
| Annual return | 16.07% | 135.16%-119.1pp | 420.54%-404.5pp | 35.67%-19.6pp |
| Employer contribution / active EE | $4,274 | $3,717+15.0% | $4,932-13.4% | $2,757+55.0% |
| Participant deferral / active EE | $12,623 | $6,652+89.8% | $8,065+56.5% | $4,300+193.5% |
| Admin fee / account holder | $3,344 | $7,953-58.0% | $12,993-74.3% | $6,925-51.7% |