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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 | $160,558 | $96,678+66.1% | $86,640+85.3% | $139,466+15.1% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 14.53% | 106.69%-92.2pp | 592.52%-578.0pp | 373.66%-359.1pp |
| Employer contribution / active EE | $5,212 | $3,265+59.6% | $3,024+72.3% | $4,754+9.6% |
| Participant deferral / active EE | $9,170 | $4,837+89.6% | $4,438+106.6% | $6,712+36.6% |
| Admin fee / account holder | $50,094 | $6,410+681.5% | $5,616+792.0% | $11,409+339.1% |