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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 | $231,174 | $63,346+264.9% | $92,239+150.6% | $70,124+229.7% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 12.54% | 530.19%-517.7pp | 176.29%-163.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $14,245 | $2,471+476.4% | $3,680+287.1% | $2,342+508.1% |
| Participant deferral / active EE | $10,476 | $2,854+267.1% | $3,897+168.8% | $3,332+214.4% |
| Admin fee / account holder | $19,761 | $3,841+414.5% | $5,194+280.5% | $4,645+325.4% |