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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 | $186,069 | $102,429+81.7% | $147,096+26.5% | $80,925+129.9% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 15.81% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $10,686 | $3,716+187.6% | $4,936+116.5% | $2,756+287.7% |
| Participant deferral / active EE | $4,475 | $6,649-32.7% | $8,071-44.6% | $4,299+4.1% |
| Admin fee / account holder | $27,152 | $7,957+241.2% | $13,005+108.8% | $6,940+291.2% |