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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 | $198,235 | $102,429+93.5% | $147,096+34.8% | $80,925+145.0% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 15.59% | 135.02%-119.4pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $10,350 | $3,716+178.6% | $4,936+109.7% | $2,756+275.5% |
| Participant deferral / active EE | $7,685 | $6,649+15.6% | $8,071-4.8% | $4,299+78.8% |
| Admin fee / account holder | $17,462 | $7,957+119.5% | $13,005+34.3% | $6,940+151.6% |