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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 | $102,422+53.4% | $147,117+6.8% | $80,959+94.1% |
| Participation rate | 96.5% | 75.9%+20.6pp | 82.2%+14.3pp | 67.7%+28.8pp |
| Annual return | 15.59% | 135.16%-119.6pp | 420.54%-404.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $5,688 | $3,717+53.0% | $4,932+15.3% | $2,757+106.3% |
| Participant deferral / active EE | $9,669 | $6,652+45.4% | $8,065+19.9% | $4,300+124.9% |
| Admin fee / account holder | $44,980 | $7,953+465.5% | $12,993+246.2% | $6,925+549.5% |