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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 | $177,725 | $52,353+239.5% | $120,225+47.8% | $82,448+115.6% |
| Participation rate | 96.0% | 58.3%+37.7pp | 69.6%+26.4pp | 68.1%+27.9pp |
| Annual return | 13.82% | 61.85%-48.0pp | 439.23%-425.4pp | 41.64%-27.8pp |
| Employer contribution / active EE | $10,418 | $1,510+589.9% | $3,475+199.8% | $2,551+308.4% |
| Participant deferral / active EE | $5,380 | $2,627+104.8% | $3,999+34.5% | $4,139+30.0% |
| Admin fee / account holder | $34,543 | $4,363+691.8% | $5,696+506.4% | $7,234+377.5% |