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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 | $153,186 | $102,382+49.6% | $147,005+4.2% | $80,874+89.4% |
| Participation rate | 80.9% | 75.8%+5.0pp | 82.2%-1.3pp | 67.6%+13.2pp |
| Annual return | 16.62% | 134.89%-118.3pp | 418.76%-402.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $10,025 | $3,715+169.9% | $4,934+103.2% | $2,756+263.8% |
| Participant deferral / active EE | $23,688 | $6,646+256.4% | $8,070+193.5% | $4,297+451.3% |
| Admin fee / account holder | $22,051 | $7,942+177.6% | $13,006+69.5% | $6,935+218.0% |