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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 | $210,645 | $102,385+105.7% | $147,080+43.2% | $80,935+160.3% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 25.80% | 135.09%-109.3pp | 420.17%-394.4pp | 35.66%-9.9pp |
| Employer contribution / active EE | $11,666 | $3,717+213.9% | $4,933+136.5% | $2,757+323.2% |
| Participant deferral / active EE | $16,740 | $6,651+151.7% | $8,066+107.5% | $4,299+289.3% |
| Admin fee / account holder | $22,048 | $7,951+177.3% | $12,989+69.7% | $6,924+218.4% |