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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 | $170,716 | $102,429+66.7% | $147,096+16.1% | $80,925+111.0% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 13.51% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $12,384 | $3,716+233.3% | $4,936+150.9% | $2,756+349.3% |
| Participant deferral / active EE | $14,218 | $6,649+113.8% | $8,071+76.2% | $4,299+230.7% |
| Admin fee / account holder | $23,102 | $7,957+190.3% | $13,005+77.6% | $6,940+232.9% |