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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 | $248,679 | $102,422+142.8% | $147,117+69.0% | $80,959+207.2% |
| Participation rate | 90.6% | 75.9%+14.8pp | 82.2%+8.4pp | 67.7%+23.0pp |
| Annual return | 16.63% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $8,873 | $3,717+138.7% | $4,932+79.9% | $2,757+221.8% |
| Participant deferral / active EE | $16,909 | $6,652+154.2% | $8,065+109.7% | $4,300+293.2% |
| Admin fee / account holder | $38,959 | $7,953+389.8% | $12,993+199.9% | $6,925+462.6% |