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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 | $224,318 | $89,370+151.0% | $141,197+58.9% | $72,976+207.4% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 63.70% | 111.88%-48.2pp | 71.41%-7.7pp | 81.02%-17.3pp |
| Employer contribution / active EE | $8,123 | $3,115+160.8% | $4,736+71.5% | $2,440+232.9% |
| Participant deferral / active EE | $7,370 | $5,419+36.0% | $6,710+9.8% | $3,608+104.3% |
| Admin fee / account holder | $58,498 | $5,957+882.1% | $10,265+469.9% | $5,124+1041.6% |