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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 | $244,094 | $102,422+138.3% | $147,117+65.9% | $80,959+201.5% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 21.31% | 135.16%-113.8pp | 420.54%-399.2pp | 35.67%-14.4pp |
| Employer contribution / active EE | $9,364 | $3,717+151.9% | $4,932+89.8% | $2,757+239.6% |
| Participant deferral / active EE | $12,775 | $6,652+92.0% | $8,065+58.4% | $4,300+197.1% |
| Admin fee / account holder | $29,216 | $7,953+267.3% | $12,993+124.9% | $6,925+321.9% |