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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 | $100,910 | $77,157+30.8% | $108,405-6.9% | $85,847+17.5% |
| Participation rate | 96.3% | 74.7%+21.6pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 13.57% | 44.55%-31.0pp | 905.55%-892.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $17,706 | $2,379+644.2% | $3,559+397.5% | $2,565+590.2% |
| Participant deferral / active EE | $4,688 | $5,567-15.8% | $6,563-28.6% | $3,952+18.6% |
| Admin fee / account holder | $23,679 | $5,174+357.7% | $7,297+224.5% | $6,261+278.2% |