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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 | $157,104 | $102,382+53.4% | $147,005+6.9% | $80,874+94.3% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 15.59% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $5,688 | $3,715+53.1% | $4,934+15.3% | $2,756+106.4% |
| Participant deferral / active EE | $9,669 | $6,646+45.5% | $8,070+19.8% | $4,297+125.0% |
| Admin fee / account holder | $44,980 | $7,942+466.3% | $13,006+245.8% | $6,935+548.6% |