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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 | $167,539 | $102,393+63.6% | $147,041+13.9% | $80,911+107.1% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 17.64% | 134.95%-117.3pp | 419.21%-401.6pp | 35.63%-18.0pp |
| Employer contribution / active EE | $7,216 | $3,715+94.2% | $4,935+46.2% | $2,756+161.8% |
| Participant deferral / active EE | $13,116 | $6,647+97.3% | $8,071+62.5% | $4,297+205.2% |
| Admin fee / account holder | $12,273 | $7,943+54.5% | $13,006-5.6% | $6,935+77.0% |