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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 | $100,089 | $60,119+66.5% | $90,414+10.7% | $79,860+25.3% |
| Participation rate | 89.5% | 65.0%+24.5pp | 72.7%+16.8pp | 69.6%+19.8pp |
| Annual return | 12.94% | 71.94%-59.0pp | 1293.19%-1280.3pp | 31.72%-18.8pp |
| Employer contribution / active EE | $6,870 | $2,068+232.3% | $3,262+110.6% | $2,471+178.0% |
| Participant deferral / active EE | $7,842 | $2,938+166.9% | $3,963+97.9% | $3,740+109.7% |
| Admin fee / account holder | $18,572 | $3,976+367.1% | $5,611+231.0% | $5,306+250.0% |