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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 | $102,422+73.1% | $147,117+20.5% | $80,959+119.0% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 12.61% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $12,225 | $3,717+228.9% | $4,932+147.8% | $2,757+343.4% |
| Participant deferral / active EE | $12,250 | $6,652+84.1% | $8,065+51.9% | $4,300+184.9% |
| Admin fee / account holder | $46,420 | $7,953+483.7% | $12,993+257.3% | $6,925+570.3% |