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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 | $102,385+79.8% | $147,080+25.1% | $80,935+127.4% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 13.76% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $4,982 | $3,717+34.0% | $4,933+1.0% | $2,757+80.7% |
| Participant deferral / active EE | $9,913 | $6,651+49.0% | $8,066+22.9% | $4,299+130.6% |
| Admin fee / account holder | $39,736 | $7,951+399.7% | $12,989+205.9% | $6,924+473.9% |