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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 | $168,889 | $102,385+65.0% | $147,080+14.8% | $80,935+108.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 14.60% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $6,591 | $3,717+77.3% | $4,933+33.6% | $2,757+139.1% |
| Participant deferral / active EE | $7,188 | $6,651+8.1% | $8,066-10.9% | $4,299+67.2% |
| Admin fee / account holder | $1,882 | $7,951-76.3% | $12,989-85.5% | $6,924-72.8% |