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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 | $168,073 | $102,429+64.1% | $147,096+14.3% | $80,925+107.7% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 46.30% | 135.02%-88.7pp | 419.75%-373.5pp | 35.65%+10.6pp |
| Employer contribution / active EE | $8,271 | $3,716+122.6% | $4,936+67.6% | $2,756+200.1% |
| Participant deferral / active EE | $11,608 | $6,649+74.6% | $8,071+43.8% | $4,299+170.0% |
| Admin fee / account holder | $2,131 | $7,957-73.2% | $13,005-83.6% | $6,940-69.3% |