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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 | $184,056 | $102,422+79.7% | $147,117+25.1% | $80,959+127.3% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 13.76% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $4,982 | $3,717+34.0% | $4,932+1.0% | $2,757+80.7% |
| Participant deferral / active EE | $9,913 | $6,652+49.0% | $8,065+22.9% | $4,300+130.5% |
| Admin fee / account holder | $39,736 | $7,953+399.6% | $12,993+205.8% | $6,925+473.8% |