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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 | $126,328 | $102,422+23.3% | $147,117-14.1% | $80,959+56.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 16.26% | 135.16%-118.9pp | 420.54%-404.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $10,633 | $3,717+186.0% | $4,932+115.6% | $2,757+285.6% |
| Participant deferral / active EE | $12,076 | $6,652+81.5% | $8,065+49.7% | $4,300+180.8% |
| Admin fee / account holder | $31,832 | $7,953+300.2% | $12,993+145.0% | $6,925+359.6% |