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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 | $102,382+65.2% | $147,005+15.1% | $80,874+109.2% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.0pp | 67.6%+18.6pp |
| Annual return | 16.07% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $4,274 | $3,715+15.0% | $4,934-13.4% | $2,756+55.1% |
| Participant deferral / active EE | $12,623 | $6,646+89.9% | $8,070+56.4% | $4,297+193.8% |
| Admin fee / account holder | $3,344 | $7,942-57.9% | $13,006-74.3% | $6,935-51.8% |