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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 | $166,727 | $102,422+62.8% | $147,117+13.3% | $80,959+105.9% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 13.63% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $4,482 | $3,717+20.6% | $4,932-9.1% | $2,757+62.6% |
| Participant deferral / active EE | $9,645 | $6,652+45.0% | $8,065+19.6% | $4,300+124.3% |
| Admin fee / account holder | $2,956 | $7,953-62.8% | $12,993-77.2% | $6,925-57.3% |