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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 | $102,422+73.5% | $147,117+20.8% | $80,959+119.5% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 11.99% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $11,834 | $3,717+218.3% | $4,932+139.9% | $2,757+329.2% |
| Participant deferral / active EE | $6,987 | $6,652+5.0% | $8,065-13.4% | $4,300+62.5% |
| Admin fee / account holder | $17,884 | $7,953+124.9% | $12,993+37.6% | $6,925+158.2% |