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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 | $102,429+62.0% | $147,096+12.8% | $80,925+105.1% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 12.98% | 135.02%-122.0pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $6,282 | $3,716+69.1% | $4,936+27.3% | $2,756+127.9% |
| Participant deferral / active EE | $12,490 | $6,649+87.9% | $8,071+54.8% | $4,299+190.6% |
| Admin fee / account holder | $10,228 | $7,957+28.5% | $13,005-21.4% | $6,940+47.4% |