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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 | $161,452 | $102,429+57.6% | $147,096+9.8% | $80,925+99.5% |
| Participation rate | 78.3% | 75.9%+2.4pp | 82.2%-3.9pp | 67.7%+10.6pp |
| Annual return | 18.84% | 135.02%-116.2pp | 419.75%-400.9pp | 35.65%-16.8pp |
| Employer contribution / active EE | $4,146 | $3,716+11.6% | $4,936-16.0% | $2,756+50.4% |
| Participant deferral / active EE | $9,778 | $6,649+47.1% | $8,071+21.2% | $4,299+127.5% |
| Admin fee / account holder | $11,174 | $7,957+40.4% | $13,005-14.1% | $6,940+61.0% |