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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 | $238,282 | $105,200+126.5% | $159,474+49.4% | $85,847+177.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 15.25% | 45.08%-29.8pp | 263.68%-248.4pp | 318.61%-303.4pp |
| Employer contribution / active EE | $10,317 | $3,319+210.9% | $4,831+113.6% | $2,565+302.2% |
| Participant deferral / active EE | $11,760 | $5,946+97.8% | $7,353+59.9% | $3,952+197.6% |
| Admin fee / account holder | $36,951 | $6,934+432.9% | $10,802+242.1% | $6,261+490.2% |