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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 | $177,693 | $102,429+73.5% | $147,096+20.8% | $80,925+119.6% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 11.99% | 135.02%-123.0pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $11,834 | $3,716+218.5% | $4,936+139.7% | $2,756+329.3% |
| Participant deferral / active EE | $6,987 | $6,649+5.1% | $8,071-13.4% | $4,299+62.5% |
| Admin fee / account holder | $17,884 | $7,957+124.8% | $13,005+37.5% | $6,940+157.7% |