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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 | $171,784 | $102,422+67.7% | $147,117+16.8% | $80,959+112.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 14.14% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $5,740 | $3,717+54.4% | $4,932+16.4% | $2,757+108.2% |
| Participant deferral / active EE | $12,338 | $6,652+85.5% | $8,065+53.0% | $4,300+186.9% |
| Admin fee / account holder | $20,322 | $7,953+155.5% | $12,993+56.4% | $6,925+193.4% |