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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 | $102,385+73.2% | $147,080+20.5% | $80,935+119.0% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 12.61% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $12,225 | $3,717+228.9% | $4,933+147.8% | $2,757+343.5% |
| Participant deferral / active EE | $12,250 | $6,651+84.2% | $8,066+51.9% | $4,299+184.9% |
| Admin fee / account holder | $46,420 | $7,951+483.8% | $12,989+257.4% | $6,924+570.4% |