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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 | $102,382+62.9% | $147,005+13.5% | $80,874+106.3% |
| Participation rate | 82.9% | 75.8%+7.0pp | 82.2%+0.7pp | 67.6%+15.2pp |
| Annual return | 14.70% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $4,470 | $3,715+20.3% | $4,934-9.4% | $2,756+62.2% |
| Participant deferral / active EE | $10,877 | $6,646+63.6% | $8,070+34.8% | $4,297+153.1% |
| Admin fee / account holder | $20,868 | $7,942+162.7% | $13,006+60.4% | $6,935+200.9% |