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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 | $226,562 | $102,429+121.2% | $147,096+54.0% | $80,925+180.0% |
| Participation rate | 97.6% | 75.9%+21.8pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 12.60% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $12,245 | $3,716+229.6% | $4,936+148.1% | $2,756+344.3% |
| Participant deferral / active EE | $10,157 | $6,649+52.8% | $8,071+25.8% | $4,299+136.3% |
| Admin fee / account holder | $20,461 | $7,957+157.1% | $13,005+57.3% | $6,940+194.8% |