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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 | $168,523 | $102,429+64.5% | $147,096+14.6% | $80,925+108.2% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 13.81% | 135.02%-121.2pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $9,637 | $3,716+159.4% | $4,936+95.3% | $2,756+249.7% |
| Participant deferral / active EE | $8,642 | $6,649+30.0% | $8,071+7.1% | $4,299+101.0% |
| Admin fee / account holder | $31,386 | $7,957+294.5% | $13,005+141.3% | $6,940+352.2% |