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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 | $140,872 | $114,130+23.4% | $96,192+46.4% | $167,553-15.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 12.41% | 190.07%-177.7pp | 192.09%-179.7pp | 478.89%-466.5pp |
| Employer contribution / active EE | $12,170 | $3,431+254.7% | $2,799+334.7% | $4,840+151.5% |
| Participant deferral / active EE | $11,875 | $5,198+128.5% | $4,351+172.9% | $6,343+87.2% |
| Admin fee / account holder | $58,587 | $6,901+748.9% | $5,539+957.6% | $12,316+375.7% |