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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 | $165,964 | $102,422+62.0% | $147,117+12.8% | $80,959+105.0% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 12.98% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $6,282 | $3,717+69.0% | $4,932+27.4% | $2,757+127.8% |
| Participant deferral / active EE | $12,490 | $6,652+87.8% | $8,065+54.9% | $4,300+190.4% |
| Admin fee / account holder | $10,228 | $7,953+28.6% | $12,993-21.3% | $6,925+47.7% |