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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 | $173,898 | $102,385+69.8% | $147,080+18.2% | $80,935+114.9% |
| Participation rate | 89.2% | 75.9%+13.4pp | 82.2%+7.0pp | 67.7%+21.6pp |
| Annual return | 17.52% | 135.09%-117.6pp | 420.17%-402.7pp | 35.66%-18.1pp |
| Employer contribution / active EE | $5,439 | $3,717+46.3% | $4,933+10.2% | $2,757+97.3% |
| Participant deferral / active EE | $10,980 | $6,651+65.1% | $8,066+36.1% | $4,299+155.4% |
| Admin fee / account holder | $7,931 | $7,951-0.3% | $12,989-38.9% | $6,924+14.5% |