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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 | $245,615 | $102,393+139.9% | $147,041+67.0% | $80,911+203.6% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 17.69% | 134.95%-117.3pp | 419.21%-401.5pp | 35.63%-17.9pp |
| Employer contribution / active EE | $9,139 | $3,715+146.0% | $4,935+85.2% | $2,756+231.6% |
| Participant deferral / active EE | $10,343 | $6,647+55.6% | $8,071+28.2% | $4,297+140.7% |
| Admin fee / account holder | $6,187 | $7,943-22.1% | $13,006-52.4% | $6,935-10.8% |