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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 | $102,385+142.9% | $147,080+69.1% | $80,935+207.3% |
| Participation rate | 90.6% | 75.9%+14.8pp | 82.2%+8.4pp | 67.7%+23.0pp |
| Annual return | 16.63% | 135.09%-118.5pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $8,873 | $3,717+138.7% | $4,933+79.9% | $2,757+221.9% |
| Participant deferral / active EE | $16,909 | $6,651+154.2% | $8,066+109.6% | $4,299+293.3% |
| Admin fee / account holder | $38,959 | $7,951+390.0% | $12,989+199.9% | $6,924+462.6% |