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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 | $166,922 | $102,422+63.0% | $147,117+13.5% | $80,959+106.2% |
| Participation rate | 81.6% | 75.9%+5.7pp | 82.2%-0.6pp | 67.7%+13.9pp |
| Annual return | 15.97% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $8,920 | $3,717+139.9% | $4,932+80.8% | $2,757+223.5% |
| Participant deferral / active EE | $9,862 | $6,652+48.3% | $8,065+22.3% | $4,300+129.3% |
| Admin fee / account holder | $34,994 | $7,953+340.0% | $12,993+169.3% | $6,925+405.3% |