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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 | $166,804 | $102,429+62.8% | $147,096+13.4% | $80,925+106.1% |
| Participation rate | 82.9% | 75.9%+7.0pp | 82.2%+0.7pp | 67.7%+15.2pp |
| Annual return | 14.70% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $4,470 | $3,716+20.3% | $4,936-9.4% | $2,756+62.2% |
| Participant deferral / active EE | $10,877 | $6,649+63.6% | $8,071+34.8% | $4,299+153.0% |
| Admin fee / account holder | $20,868 | $7,957+162.3% | $13,005+60.5% | $6,940+200.7% |