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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 | $177,321 | $105,198+68.6% | $159,455+11.2% | $85,856+106.5% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 20.22% | 45.08%-24.9pp | 263.63%-243.4pp | 318.58%-298.4pp |
| Employer contribution / active EE | $10,300 | $3,319+210.3% | $4,830+113.2% | $2,565+301.5% |
| Participant deferral / active EE | $12,230 | $5,946+105.7% | $7,353+66.3% | $3,952+209.5% |
| Admin fee / account holder | $1,600 | $6,934-76.9% | $10,800-85.2% | $6,261-74.4% |