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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 | $102,429+79.7% | $147,096+25.1% | $80,925+127.4% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 13.76% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $4,982 | $3,716+34.1% | $4,936+0.9% | $2,756+80.8% |
| Participant deferral / active EE | $9,913 | $6,649+49.1% | $8,071+22.8% | $4,299+130.6% |
| Admin fee / account holder | $39,736 | $7,957+399.4% | $13,005+205.5% | $6,940+472.6% |