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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 | $193,364 | $102,429+88.8% | $147,096+31.5% | $80,925+138.9% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 24.14% | 135.02%-110.9pp | 419.75%-395.6pp | 35.65%-11.5pp |
| Employer contribution / active EE | $6,525 | $3,716+75.6% | $4,936+32.2% | $2,756+136.7% |
| Participant deferral / active EE | $10,336 | $6,649+55.5% | $8,071+28.1% | $4,299+140.4% |
| Admin fee / account holder | $49,666 | $7,957+524.2% | $13,005+281.9% | $6,940+615.6% |