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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 | $102,429+142.8% | $147,096+69.1% | $80,925+207.3% |
| Participation rate | 90.6% | 75.9%+14.8pp | 82.2%+8.4pp | 67.7%+23.0pp |
| Annual return | 16.63% | 135.02%-118.4pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $8,873 | $3,716+138.8% | $4,936+79.8% | $2,756+221.9% |
| Participant deferral / active EE | $16,909 | $6,649+154.3% | $8,071+109.5% | $4,299+293.4% |
| Admin fee / account holder | $38,959 | $7,957+389.6% | $13,005+199.6% | $6,940+461.4% |