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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 | $102,429+23.3% | $147,096-14.1% | $80,925+56.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 16.26% | 135.02%-118.8pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $10,633 | $3,716+186.2% | $4,936+115.4% | $2,756+285.8% |
| Participant deferral / active EE | $12,076 | $6,649+81.6% | $8,071+49.6% | $4,299+180.9% |
| Admin fee / account holder | $31,832 | $7,957+300.1% | $13,005+144.8% | $6,940+358.7% |