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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 | $145,447 | $102,422+42.0% | $147,117-1.1% | $80,959+79.7% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 12.08% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $6,844 | $3,717+84.1% | $4,932+38.7% | $2,757+148.2% |
| Participant deferral / active EE | $5,397 | $6,652-18.9% | $8,065-33.1% | $4,300+25.5% |
| Admin fee / account holder | $18,924 | $7,953+137.9% | $12,993+45.7% | $6,925+173.3% |