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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 | $102,393+67.8% | $147,041+16.8% | $80,911+112.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 14.14% | 134.95%-120.8pp | 419.21%-405.1pp | 35.63%-21.5pp |
| Employer contribution / active EE | $5,740 | $3,715+54.5% | $4,935+16.3% | $2,756+108.3% |
| Participant deferral / active EE | $12,338 | $6,647+85.6% | $8,071+52.9% | $4,297+187.1% |
| Admin fee / account holder | $20,322 | $7,943+155.8% | $13,006+56.2% | $6,935+193.0% |