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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 | $177,287 | $102,429+73.1% | $147,096+20.5% | $80,925+119.1% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 12.61% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $12,225 | $3,716+229.0% | $4,936+147.7% | $2,756+343.5% |
| Participant deferral / active EE | $12,250 | $6,649+84.2% | $8,071+51.8% | $4,299+185.0% |
| Admin fee / account holder | $46,420 | $7,957+483.4% | $13,005+256.9% | $6,940+568.9% |